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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 | $101,621 | $101,5910% | $147,096-30.9% | $74,429+36.5% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 13.00% | 8746.45%-8733.5pp | 419.75%-406.7pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $563 | $3,813-85.2% | $4,936-88.6% | $2,625-78.6% |
| Participant deferral / active EE | $3,790 | $7,302-48.1% | $8,071-53.0% | $4,348-12.8% |
| Admin fee / account holder | $9,193 | $1,750+425.3% | $13,005-29.3% | $1,944+372.8% |