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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 | $88,450 | $106,923-17.3% | $84,023+5.3% | $152,909-42.2% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 24.02% | 105.02%-81.0pp | 71.32%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,093 | $4,013-72.8% | $3,239-66.2% | $5,851-81.3% |
| Admin fee / account holder | $1,815 | $8,289-78.1% | $6,102-70.3% | $11,601-84.4% |