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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 | $98,999 | $102,422-3.3% | $147,117-32.7% | $80,959+22.3% |
| Participation rate | 28.2% | 75.9%-47.7pp | 82.2%-54.0pp | 67.7%-39.5pp |
| Annual return | 15.94% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $715 | $3,717-80.8% | $4,932-85.5% | $2,757-74.1% |
| Participant deferral / active EE | $3,181 | $6,652-52.2% | $8,065-60.6% | $4,300-26.0% |
| Admin fee / account holder | $17,455 | $7,953+119.5% | $12,993+34.3% | $6,925+152.0% |