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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 | $95,895 | $45,109+112.6% | $85,240+12.5% | $77,762+23.3% |
| Participation rate | 7.1% | 48.7%-41.5pp | 67.5%-60.4pp | 70.6%-63.4pp |
| Annual return | 13.51% | 79.55%-66.0pp | 66.75%-53.2pp | 31.27%-17.8pp |
| Employer contribution / active EE | $7 | $1,602-99.6% | $2,735-99.8% | $2,728-99.8% |
| Participant deferral / active EE | $638 | $2,814-77.3% | $4,527-85.9% | $4,651-86.3% |
| Admin fee / account holder | $5,674 | $915+520.2% | $6,165-8.0% | $433+1210.7% |