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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 | $90,823 | $60,139+51.0% | $90,461+0.4% | $79,856+13.7% |
| Participation rate | 34.6% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.0pp |
| Annual return | 14.30% | 71.96%-57.7pp | 1294.76%-1280.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $149 | $2,069-92.8% | $3,264-95.4% | $2,471-94.0% |
| Participant deferral / active EE | $3,605 | $2,939+22.7% | $3,964-9.1% | $3,741-3.6% |
| Admin fee / account holder | $556 | $3,978-86.0% | $5,617-90.1% | $5,306-89.5% |