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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 | $103,456 | $72,071+43.5% | $68,368+51.3% | $137,256-24.6% |
| Participation rate | 4.8% | 76.2%-71.5pp | 73.8%-69.0pp | 80.0%-75.2pp |
| Annual return | 15.13% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $108 | $2,788-96.1% | $2,649-95.9% | $4,156-97.4% |
| Participant deferral / active EE | $779 | $4,410-82.3% | $4,123-81.1% | $6,407-87.8% |
| Admin fee / account holder | $2,171 | $5,336-59.3% | $5,150-57.8% | $12,270-82.3% |