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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 | $101,582 | $62,166+63.4% | $81,353+24.9% | $74,459+36.4% |
| Participation rate | 36.7% | 64.1%-27.4pp | 69.5%-32.8pp | 67.2%-30.5pp |
| Annual return | 16.23% | 16.50%-0.3pp | 24.82%-8.6pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $328 | $1,881-82.6% | $2,464-86.7% | $2,626-87.5% |
| Participant deferral / active EE | $2,786 | $3,223-13.6% | $3,885-28.3% | $4,350-36.0% |
| Admin fee / account holder | $8,225 | $1,925+327.4% | $5,766+42.6% | $1,945+322.9% |