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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 | $75,640 | $47,479+59.3% | $62,929+20.2% | $82,448-8.3% |
| Participation rate | 45.2% | 66.9%-21.7pp | 73.1%-28.0pp | 68.1%-22.9pp |
| Annual return | 14.92% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $161 | $1,885-91.4% | $2,505-93.6% | $2,551-93.7% |
| Participant deferral / active EE | $2,508 | $2,870-12.6% | $3,888-35.5% | $4,139-39.4% |
| Admin fee / account holder | $1,681 | $3,804-55.8% | $5,065-66.8% | $7,234-76.8% |