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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 | $95,585 | $102,385-6.6% | $147,080-35.0% | $80,935+18.1% |
| Participation rate | 45.1% | 75.9%-30.8pp | 82.2%-37.1pp | 67.7%-22.6pp |
| Annual return | 12.88% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $344 | $3,717-90.8% | $4,933-93.0% | $2,757-87.5% |
| Participant deferral / active EE | $8,887 | $6,651+33.6% | $8,066+10.2% | $4,299+106.7% |
| Admin fee / account holder | $32,636 | $7,951+310.4% | $12,989+151.3% | $6,924+371.3% |