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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 | $102,907 | $78,562+31.0% | $105,608-2.6% | $74,429+38.3% |
| Participation rate | 31.8% | 72.8%-41.0pp | 75.3%-43.5pp | 67.2%-35.4pp |
| Annual return | 11.92% | 15.94%-4.0pp | 116.50%-104.6pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $521 | $2,521-79.3% | $3,167-83.5% | $2,625-80.2% |
| Participant deferral / active EE | $2,430 | $4,321-43.8% | $5,010-51.5% | $4,348-44.1% |
| Admin fee / account holder | $1,719 | $2,217-22.4% | $11,028-84.4% | $1,944-11.6% |