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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 | $99,200 | $85,766+15.7% | $136,298-27.2% | $70,126+41.5% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 18.15% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $358 | $2,966-87.9% | $4,696-92.4% | $2,343-84.7% |
| Participant deferral / active EE | $4,933 | $5,051-2.4% | $6,247-21.0% | $3,332+48.0% |
| Admin fee / account holder | $20,914 | $5,421+285.8% | $9,244+126.2% | $4,645+350.2% |