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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 | $45,022+113.0% | $85,126+12.7% | $77,714+23.4% |
| Participation rate | 7.1% | 48.7%-41.5pp | 67.5%-60.4pp | 70.6%-63.4pp |
| Annual return | 13.51% | 79.38%-65.9pp | 66.63%-53.1pp | 31.26%-17.7pp |
| Employer contribution / active EE | $7 | $1,610-99.6% | $2,731-99.8% | $2,727-99.8% |
| Participant deferral / active EE | $638 | $2,811-77.3% | $4,523-85.9% | $4,649-86.3% |
| Admin fee / account holder | $5,674 | $913+521.4% | $6,160-7.9% | $433+1209.6% |