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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 | $95,550 | $102,422-6.7% | $147,117-35.1% | $80,959+18.0% |
| Participation rate | 44.7% | 75.9%-31.2pp | 82.2%-37.5pp | 67.7%-23.0pp |
| Annual return | 18.01% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $20 | $3,717-99.5% | $4,932-99.6% | $2,757-99.3% |
| Participant deferral / active EE | $6,264 | $6,652-5.8% | $8,065-22.3% | $4,300+45.7% |
| Admin fee / account holder | $17,365 | $7,953+118.3% | $12,993+33.7% | $6,925+150.8% |