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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 | $101,595 | $58,927+72.4% | $76,824+32.2% | $72,986+39.2% |
| Participation rate | 34.3% | 67.3%-33.0pp | 72.1%-37.8pp | 69.5%-35.2pp |
| Annual return | 22.20% | 2305.64%-2283.4pp | 1166.26%-1144.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $305 | $1,787-82.9% | $2,302-86.8% | $2,440-87.5% |
| Participant deferral / active EE | $2,043 | $2,690-24.1% | $3,336-38.8% | $3,607-43.4% |
| Admin fee / account holder | $965 | $4,013-75.9% | $6,421-85.0% | $5,124-81.2% |