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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 | $157,761 | $102,422+54.0% | $147,117+7.2% | $80,959+94.9% |
| Participation rate | 10.4% | 75.9%-65.5pp | 82.2%-71.8pp | 67.7%-57.3pp |
| Annual return | 14.62% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $12 | $3,717-99.7% | $4,932-99.8% | $2,757-99.6% |
| Participant deferral / active EE | $3,110 | $6,652-53.3% | $8,065-61.4% | $4,300-27.7% |
| Admin fee / account holder | $11,738 | $7,953+47.6% | $12,993-9.7% | $6,925+69.5% |