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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 | $59,456+20.9% | $93,669-23.3% | $74,429-3.4% |
| Participation rate | 36.4% | 59.6%-23.3pp | 68.7%-32.4pp | 67.2%-30.9pp |
| Annual return | 13.04% | 82.00%-69.0pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $225 | $1,266-82.3% | $2,424-90.7% | $2,625-91.4% |
| Participant deferral / active EE | $2,976 | $3,052-2.5% | $4,416-32.6% | $4,348-31.6% |
| Admin fee / account holder | $16,998 | $3,026+461.8% | $8,291+105.0% | $1,944+774.3% |