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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 | $112,930 | $61,787+82.8% | $97,197+16.2% | $80,925+39.5% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.7%-24.8pp |
| Annual return | 10.73% | -558.16%+568.9pp | 75.47%-64.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $361 | $1,836-80.3% | $2,723-86.7% | $2,756-86.9% |
| Participant deferral / active EE | $2,148 | $3,027-29.0% | $4,263-49.6% | $4,299-50.0% |
| Admin fee / account holder | $16,520 | $5,170+219.6% | $5,637+193.1% | $6,940+138.0% |