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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 | $96,934 | $49,896+94.3% | $80,627+20.2% | $75,173+28.9% |
| Participation rate | 43.2% | 55.3%-12.1pp | 67.0%-23.8pp | 67.2%-24.0pp |
| Annual return | 15.96% | 34.67%-18.7pp | 936.76%-920.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1 | $1,699-99.9% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,721 | $2,992+24.4% | $4,443-16.2% | $4,126-9.8% |
| Admin fee / account holder | $10,236 | $3,578+186.1% | $5,381+90.2% | $5,651+81.1% |