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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 | $78,155 | $59,467+31.4% | $93,727-16.6% | $74,478+4.9% |
| Participation rate | 29.7% | 59.6%-29.9pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 11.40% | 82.14%-70.7pp | 133.83%-122.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $292 | $1,267-77.0% | $2,421-88.0% | $2,626-88.9% |
| Participant deferral / active EE | $2,313 | $3,052-24.2% | $4,417-47.6% | $4,350-46.8% |
| Admin fee / account holder | $1,263 | $3,028-58.3% | $8,292-84.8% | $1,946-35.1% |