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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 | $77,586 | $51,638+50.2% | $129,406-40.0% | $80,959-4.2% |
| Participation rate | 19.4% | 56.9%-37.6pp | 69.6%-50.3pp | 67.7%-48.3pp |
| Annual return | 12.15% | 20.78%-8.6pp | 9468.18%-9456.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $209 | $1,584-86.8% | $4,155-95.0% | $2,757-92.4% |
| Participant deferral / active EE | $1,139 | $2,670-57.3% | $4,167-72.7% | $4,300-73.5% |
| Admin fee / account holder | $8,508 | $4,313+97.3% | $7,689+10.7% | $6,925+22.9% |