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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 | $107,205 | $88,815+20.7% | $81,882+30.9% | $145,897-26.5% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 13.11% | 1033.75%-1020.6pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $201 | $3,086-93.5% | $2,916-93.1% | $4,663-95.7% |
| Participant deferral / active EE | $2,612 | $4,647-43.8% | $4,323-39.6% | $6,689-61.0% |
| Admin fee / account holder | $2,213 | $8,434-73.8% | $7,360-69.9% | $13,390-83.5% |