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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 | $113,032 | $78,483+44.0% | $106,201+6.4% | $74,546+51.6% |
| Participation rate | 31.8% | 72.8%-41.1pp | 75.3%-43.5pp | 67.2%-35.5pp |
| Annual return | 12.30% | 15.94%-3.6pp | 116.26%-104.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $607 | $2,522-75.9% | $3,170-80.9% | $2,624-76.9% |
| Participant deferral / active EE | $2,044 | $4,320-52.7% | $5,012-59.2% | $4,347-53.0% |
| Admin fee / account holder | $8,591 | $2,236+284.3% | $11,039-22.2% | $1,944+342.0% |