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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 | $163,526 | $49,896+227.7% | $80,627+102.8% | $75,173+117.5% |
| Participation rate | 3.4% | 55.3%-51.9pp | 67.0%-63.6pp | 67.2%-63.8pp |
| Annual return | 15.24% | 34.67%-19.4pp | 936.76%-921.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $199 | $1,699-88.3% | $2,723-92.7% | $2,671-92.6% |
| Participant deferral / active EE | $1,069 | $2,992-64.3% | $4,443-75.9% | $4,126-74.1% |
| Admin fee / account holder | $930 | $3,578-74.0% | $5,381-82.7% | $5,651-83.5% |