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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 | $97,647 | $79,209+23.3% | $102,434-4.7% | $74,459+31.1% |
| Participation rate | 50.7% | 74.8%-24.1pp | 76.5%-25.9pp | 67.2%-16.6pp |
| Annual return | 16.97% | 54.98%-38.0pp | 29.46%-12.5pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $454 | $2,362-80.8% | $3,023-85.0% | $2,626-82.7% |
| Participant deferral / active EE | $2,491 | $4,417-43.6% | $5,055-50.7% | $4,350-42.7% |
| Admin fee / account holder | $5,967 | $2,002+198.1% | $9,462-36.9% | $1,945+206.8% |