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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 | $72,846 | $55,472+31.3% | $155,567-53.2% | $74,546-2.3% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.7pp | 67.2%-25.8pp |
| Annual return | 18.70% | 268.72%-250.0pp | 64.74%-46.0pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $334 | $2,269-85.3% | $4,674-92.9% | $2,624-87.3% |
| Participant deferral / active EE | $1,572 | $2,838-44.6% | $5,628-72.1% | $4,347-63.8% |
| Admin fee / account holder | $10,311 | $1,743+491.7% | $15,916-35.2% | $1,944+430.5% |