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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 | $59,137 | $48,364+22.3% | $71,796-17.6% | $62,881-6.0% |
| Participation rate | 35.1% | 60.6%-25.5pp | 69.1%-34.0pp | 69.3%-34.2pp |
| Annual return | 4874.62% | 13.16%+4861.5pp | 78.04%+4796.6pp | 20.14%+4854.5pp |
| Employer contribution / active EE | $99 | $1,042-90.5% | $1,924-94.8% | $2,281-95.6% |
| Participant deferral / active EE | $2,101 | $2,091+0.5% | $2,794-24.8% | $3,203-34.4% |
| Admin fee / account holder | $2,281 | $3,771-39.5% | $4,815-52.6% | $4,296-46.9% |