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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 | $59,304 | $59,402-0.2% | $93,654-36.7% | $74,546-20.4% |
| Participation rate | 60.8% | 59.7%+1.1pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 14.58% | 81.86%-67.3pp | 133.34%-118.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $225 | $1,265-82.2% | $2,421-90.7% | $2,624-91.4% |
| Participant deferral / active EE | $3,974 | $3,049+30.4% | $4,413-9.9% | $4,347-8.6% |
| Admin fee / account holder | $16,975 | $3,023+461.6% | $8,282+104.9% | $1,944+773.4% |