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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 | $85,578 | $30,385+181.7% | $56,054+52.7% | $74,400+15.0% |
| Participation rate | 21.6% | 32.9%-11.3pp | 52.5%-30.9pp | 67.2%-45.7pp |
| Annual return | 15.05% | 24.92%-9.9pp | 1705.95%-1690.9pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $41 | $609-93.2% | $1,039-96.0% | $2,624-98.4% |
| Participant deferral / active EE | $1,375 | $1,174+17.1% | $1,952-29.6% | $4,348-68.4% |
| Admin fee / account holder | $4,404 | $2,361+86.6% | $2,822+56.1% | $1,944+126.6% |