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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 | $113,073 | $49,976+126.3% | $66,674+69.6% | $82,637+36.8% |
| Participation rate | 45.0% | 63.1%-18.1pp | 73.7%-28.7pp | 68.1%-23.1pp |
| Annual return | 14.15% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $78 | $1,988-96.1% | $2,620-97.0% | $2,552-96.9% |
| Participant deferral / active EE | $2,611 | $2,847-8.3% | $4,084-36.1% | $4,126-36.7% |
| Admin fee / account holder | $566 | $4,594-87.7% | $5,098-88.9% | $7,339-92.3% |