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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 | $63,274 | $59,456+6.4% | $93,681-32.5% | $74,400-15.0% |
| Participation rate | 51.7% | 59.6%-8.0pp | 68.7%-17.0pp | 67.2%-15.5pp |
| Annual return | 13.86% | 82.00%-68.1pp | 133.47%-119.6pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $229 | $1,266-81.9% | $2,422-90.5% | $2,624-91.3% |
| Participant deferral / active EE | $3,302 | $3,052+8.2% | $4,415-25.2% | $4,348-24.1% |
| Admin fee / account holder | $9,269 | $3,026+206.3% | $8,290+11.8% | $1,944+376.9% |