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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 | $45,031+113.0% | $85,009+12.8% | $77,671+23.5% |
| Participation rate | 7.1% | 48.7%-41.5pp | 67.5%-60.4pp | 70.6%-63.4pp |
| Annual return | 13.51% | 79.22%-65.7pp | 66.47%-53.0pp | 31.21%-17.7pp |
| Employer contribution / active EE | $7 | $1,609-99.6% | $2,728-99.8% | $2,726-99.8% |
| Participant deferral / active EE | $638 | $2,807-77.3% | $4,522-85.9% | $4,648-86.3% |
| Admin fee / account holder | $5,674 | $912+522.3% | $6,153-7.8% | $430+1218.3% |