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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 | $55,446+31.4% | $155,574-53.2% | $74,429-2.1% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.8pp | 67.2%-25.8pp |
| Annual return | 18.70% | 269.20%-250.5pp | 64.87%-46.2pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $334 | $2,266-85.3% | $4,676-92.9% | $2,625-87.3% |
| Participant deferral / active EE | $1,572 | $2,836-44.6% | $5,629-72.1% | $4,348-63.9% |
| Admin fee / account holder | $10,311 | $1,743+491.6% | $15,914-35.2% | $1,944+430.3% |