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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 | $84,317 | $78,562+7.3% | $105,608-20.2% | $74,429+13.3% |
| Participation rate | 62.4% | 72.8%-10.4pp | 75.3%-12.9pp | 67.2%-4.8pp |
| Annual return | 13.28% | 15.94%-2.7pp | 116.50%-103.2pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $499 | $2,521-80.2% | $3,167-84.2% | $2,625-81.0% |
| Participant deferral / active EE | $2,042 | $4,321-52.8% | $5,010-59.2% | $4,348-53.0% |
| Admin fee / account holder | $15,773 | $2,217+611.5% | $11,028+43.0% | $1,944+711.2% |