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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 | $70,831 | $101,653-30.3% | $147,080-51.8% | $74,459-4.9% |
| Participation rate | 47.0% | 75.6%-28.6pp | 82.2%-35.2pp | 67.2%-20.2pp |
| Annual return | 16.86% | 8754.98%-8738.1pp | 420.17%-403.3pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $105 | $3,813-97.2% | $4,933-97.9% | $2,626-96.0% |
| Participant deferral / active EE | $6,276 | $7,304-14.1% | $8,066-22.2% | $4,350+44.3% |
| Admin fee / account holder | $5,095 | $1,752+190.9% | $12,989-60.8% | $1,945+162.0% |