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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 | $108,828 | $102,635+6.0% | $86,209+26.2% | $139,456-22.0% |
| Participation rate | 18.8% | 74.5%-55.8pp | 69.0%-50.2pp | 80.3%-61.6pp |
| Annual return | 14.36% | 1923.53%-1909.2pp | 1169.05%-1154.7pp | 373.45%-359.1pp |
| Employer contribution / active EE | $123 | $3,034-95.9% | $2,381-94.8% | $4,753-97.4% |
| Participant deferral / active EE | $2,967 | $4,677-36.6% | $3,986-25.6% | $6,711-55.8% |
| Admin fee / account holder | $1,568 | $8,661-81.9% | $6,853-77.1% | $11,407-86.3% |