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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 | $97,761 | $54,690+78.8% | $76,030+28.6% | $74,478+31.3% |
| Participation rate | 22.1% | 60.3%-38.2pp | 69.1%-46.9pp | 67.2%-45.1pp |
| Annual return | 11.09% | 31.92%-20.8pp | 361.54%-350.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $121 | $1,781-93.2% | $2,688-95.5% | $2,626-95.4% |
| Participant deferral / active EE | $1,307 | $3,070-57.4% | $4,257-69.3% | $4,350-70.0% |
| Admin fee / account holder | $15,359 | $2,240+585.8% | $6,421+139.2% | $1,946+689.3% |