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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 | $54,836 | $52,450+4.5% | $129,397-57.6% | $74,429-26.3% |
| Participation rate | 68.6% | 53.8%+14.7pp | 69.6%-1.0pp | 67.2%+1.4pp |
| Annual return | 17.23% | 15.65%+1.6pp | 9453.98%-9436.7pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $355 | $1,532-76.8% | $4,154-91.4% | $2,625-86.5% |
| Participant deferral / active EE | $1,854 | $2,797-33.7% | $4,167-55.5% | $4,348-57.4% |
| Admin fee / account holder | $5,479 | $2,636+107.9% | $7,679-28.7% | $1,944+181.8% |