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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 | $89,542 | $56,200+59.3% | $67,653+32.4% | $59,633+50.2% |
| Participation rate | 30.8% | 71.5%-40.7pp | 75.7%-44.9pp | 68.7%-37.9pp |
| Annual return | 0.13% | 18506.71%-18506.6pp | 6625.22%-6625.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $96 | $1,615-94.0% | $2,266-95.8% | $2,203-95.6% |
| Participant deferral / active EE | $1,510 | $2,843-46.9% | $3,560-57.6% | $3,192-52.7% |
| Admin fee / account holder | $2,210 | $3,959-44.2% | $4,821-54.2% | $4,297-48.6% |