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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 | $121,907 | $78,562+55.2% | $105,608+15.4% | $74,429+63.8% |
| Participation rate | 36.4% | 72.8%-36.4pp | 75.3%-38.9pp | 67.2%-30.9pp |
| Annual return | 15.20% | 15.94%-0.7pp | 116.50%-101.3pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $633 | $2,521-74.9% | $3,167-80.0% | $2,625-75.9% |
| Participant deferral / active EE | $2,532 | $4,321-41.4% | $5,010-49.5% | $4,348-41.8% |
| Admin fee / account holder | $9,900 | $2,217+346.6% | $11,028-10.2% | $1,944+409.2% |