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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 | $123,411 | $78,562+57.1% | $105,608+16.9% | $74,429+65.8% |
| Participation rate | 26.2% | 72.8%-46.6pp | 75.3%-49.1pp | 67.2%-41.0pp |
| Annual return | 11.42% | 15.94%-4.5pp | 116.50%-105.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $170 | $2,521-93.3% | $3,167-94.6% | $2,625-93.5% |
| Participant deferral / active EE | $2,232 | $4,321-48.4% | $5,010-55.5% | $4,348-48.7% |
| Admin fee / account holder | $8,666 | $2,217+290.9% | $11,028-21.4% | $1,944+345.7% |