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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 | $63,326 | $54,717+15.7% | $86,216-26.5% | $71,511-11.4% |
| Participation rate | 36.7% | 60.1%-23.4pp | 69.0%-32.2pp | 67.9%-31.2pp |
| Annual return | 19.40% | 20.07%-0.7pp | 1169.42%-1150.0pp | 28.86%-9.5pp |
| Employer contribution / active EE | $9 | $1,267-99.3% | $2,382-99.6% | $2,589-99.6% |
| Participant deferral / active EE | $2,309 | $3,110-25.7% | $3,986-42.1% | $4,291-46.2% |
| Admin fee / account holder | $1,025 | $1,922-46.7% | $6,853-85.0% | $1,588-35.5% |