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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 | $119,983 | $79,209+51.5% | $102,434+17.1% | $74,459+61.1% |
| Participation rate | 45.6% | 74.8%-29.2pp | 76.5%-30.9pp | 67.2%-21.6pp |
| Annual return | 13.81% | 54.98%-41.2pp | 29.46%-15.6pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $326 | $2,362-86.2% | $3,023-89.2% | $2,626-87.6% |
| Participant deferral / active EE | $2,171 | $4,417-50.9% | $5,055-57.1% | $4,350-50.1% |
| Admin fee / account holder | $11,820 | $2,002+490.5% | $9,462+24.9% | $1,945+507.8% |