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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,331 | $60,454+19.6% | $81,844-11.6% | $74,459-2.9% |
| Participation rate | 20.6% | 63.0%-42.4pp | 72.4%-51.8pp | 67.2%-46.6pp |
| Annual return | 12.25% | 16.87%-4.6pp | 778.87%-766.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $311 | $2,630-88.2% | $2,916-89.3% | $2,626-88.1% |
| Participant deferral / active EE | $1,016 | $3,398-70.1% | $4,323-76.5% | $4,350-76.6% |
| Admin fee / account holder | $5,582 | $1,490+274.5% | $7,355-24.1% | $1,945+187.0% |