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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 | $68,895 | $59,467+15.9% | $93,727-26.5% | $74,478-7.5% |
| Participation rate | 39.4% | 59.6%-20.2pp | 68.7%-29.3pp | 67.2%-27.8pp |
| Annual return | 15.30% | 82.14%-66.8pp | 133.83%-118.5pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $188 | $1,267-85.2% | $2,421-92.2% | $2,626-92.8% |
| Participant deferral / active EE | $2,022 | $3,052-33.7% | $4,417-54.2% | $4,350-53.5% |
| Admin fee / account holder | $14,455 | $3,028+377.3% | $8,292+74.3% | $1,946+642.9% |