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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 | $82,717 | $62,409+32.5% | $120,524-31.4% | $74,429+11.1% |
| Participation rate | 35.9% | 56.8%-20.8pp | 71.9%-36.0pp | 67.2%-31.3pp |
| Annual return | 12.73% | 18.62%-5.9pp | 107.36%-94.6pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $466 | $1,847-74.8% | $3,469-86.6% | $2,625-82.2% |
| Participant deferral / active EE | $1,924 | $2,888-33.4% | $4,994-61.5% | $4,348-55.8% |
| Admin fee / account holder | $2,488 | $2,394+4.0% | $9,440-73.6% | $1,944+28.0% |