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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 | $80,433 | $78,562+2.4% | $105,608-23.8% | $74,429+8.1% |
| Participation rate | 52.2% | 72.8%-20.6pp | 75.3%-23.1pp | 67.2%-15.0pp |
| Annual return | 15.09% | 15.94%-0.8pp | 116.50%-101.4pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $609 | $2,521-75.8% | $3,167-80.8% | $2,625-76.8% |
| Participant deferral / active EE | $2,761 | $4,321-36.1% | $5,010-44.9% | $4,348-36.5% |
| Admin fee / account holder | $11,741 | $2,217+429.7% | $11,028+6.5% | $1,944+503.9% |