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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 | $65,478 | $59,456+10.1% | $93,681-30.1% | $74,400-12.0% |
| Participation rate | 42.8% | 59.6%-16.9pp | 68.7%-26.0pp | 67.2%-24.4pp |
| Annual return | 11.15% | 82.00%-70.9pp | 133.47%-122.3pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $190 | $1,266-85.0% | $2,422-92.2% | $2,624-92.8% |
| Participant deferral / active EE | $3,914 | $3,052+28.3% | $4,415-11.4% | $4,348-10.0% |
| Admin fee / account holder | $4,830 | $3,026+59.6% | $8,290-41.7% | $1,944+148.5% |