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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 | $102,393+54.1% | $147,041+7.3% | $80,911+95.0% |
| Participation rate | 10.4% | 75.9%-65.4pp | 82.2%-71.8pp | 67.6%-57.2pp |
| Annual return | 14.62% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $12 | $3,715-99.7% | $4,935-99.8% | $2,756-99.6% |
| Participant deferral / active EE | $3,110 | $6,647-53.2% | $8,071-61.5% | $4,297-27.6% |
| Admin fee / account holder | $11,738 | $7,943+47.8% | $13,006-9.8% | $6,935+69.3% |