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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 | $55,470+31.3% | $155,556-53.2% | $74,478-2.2% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.8pp | 67.2%-25.8pp |
| Annual return | 18.70% | 269.80%-251.1pp | 64.84%-46.1pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $334 | $2,267-85.3% | $4,675-92.9% | $2,626-87.3% |
| Participant deferral / active EE | $1,572 | $2,838-44.6% | $5,631-72.1% | $4,350-63.9% |
| Admin fee / account holder | $10,311 | $1,744+491.2% | $15,885-35.1% | $1,946+429.9% |