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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 | $114,389 | $80,812+41.6% | $160,784-28.9% | $82,448+38.7% |
| Participation rate | 69.7% | 66.2%+3.5pp | 77.0%-7.3pp | 68.1%+1.6pp |
| Annual return | 18.15% | 100.59%-82.4pp | 1803.92%-1785.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $378 | $2,174-82.6% | $3,733-89.9% | $2,551-85.2% |
| Participant deferral / active EE | $2,835 | $4,335-34.6% | $6,293-55.0% | $4,139-31.5% |
| Admin fee / account holder | $1,493 | $7,695-80.6% | $9,717-84.6% | $7,234-79.4% |