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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 | $88,778+20.8% | $81,844+31.0% | $145,884-26.5% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 13.11% | 1033.03%-1019.9pp | 778.87%-765.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $201 | $3,087-93.5% | $2,916-93.1% | $4,662-95.7% |
| Participant deferral / active EE | $2,612 | $4,648-43.8% | $4,323-39.6% | $6,690-61.0% |
| Admin fee / account holder | $2,213 | $8,430-73.8% | $7,355-69.9% | $13,392-83.5% |