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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 | $71,876 | $59,467+20.9% | $93,727-23.3% | $74,478-3.5% |
| Participation rate | 36.4% | 59.6%-23.3pp | 68.7%-32.3pp | 67.2%-30.9pp |
| Annual return | 13.04% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $225 | $1,267-82.3% | $2,421-90.7% | $2,626-91.5% |
| Participant deferral / active EE | $2,976 | $3,052-2.5% | $4,417-32.6% | $4,350-31.6% |
| Admin fee / account holder | $16,998 | $3,028+461.3% | $8,292+105.0% | $1,946+773.6% |