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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 | $90,241 | $85,766+5.2% | $136,298-33.8% | $70,126+28.7% |
| Participation rate | 65.5% | 74.2%-8.7pp | 81.9%-16.5pp | 69.5%-4.1pp |
| Annual return | 14.27% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $469 | $2,966-84.2% | $4,696-90.0% | $2,343-80.0% |
| Participant deferral / active EE | $4,063 | $5,051-19.6% | $6,247-35.0% | $3,332+22.0% |
| Admin fee / account holder | $984 | $5,421-81.9% | $9,244-89.4% | $4,645-78.8% |