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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 | $92,884 | $56,200+65.3% | $67,653+37.3% | $59,633+55.8% |
| Participation rate | 68.6% | 71.5%-2.8pp | 75.7%-7.0pp | 68.7%0pp |
| Annual return | 1.57% | 18506.71%-18505.1pp | 6625.22%-6623.7pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,873 | $2,843+71.4% | $3,560+36.9% | $3,192+52.7% |
| Admin fee / account holder | $4,526 | $3,959+14.3% | $4,821-6.1% | $4,297+5.3% |