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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 | $97,288 | $48,327+101.3% | $67,575+44.0% | $80,935+20.2% |
| Participation rate | 8.8% | 66.4%-57.6pp | 72.9%-64.1pp | 67.7%-58.8pp |
| Annual return | 13.06% | 18.31%-5.2pp | 3528.98%-3515.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $227 | $2,022-88.8% | $2,736-91.7% | $2,757-91.8% |
| Participant deferral / active EE | $1,035 | $2,927-64.6% | $4,003-74.1% | $4,299-75.9% |
| Admin fee / account holder | $1,099 | $3,692-70.2% | $3,993-72.5% | $6,924-84.1% |