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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 | $96,758 | $102,696-5.8% | $86,235+12.2% | $139,487-30.6% |
| Participation rate | 52.2% | 74.5%-22.3pp | 69.0%-16.8pp | 80.3%-28.2pp |
| Annual return | 10.04% | 1925.91%-1915.9pp | 1170.03%-1160.0pp | 373.84%-363.8pp |
| Employer contribution / active EE | $349 | $3,034-88.5% | $2,381-85.3% | $4,755-92.7% |
| Participant deferral / active EE | $1,561 | $4,679-66.6% | $3,987-60.9% | $6,713-76.7% |
| Admin fee / account holder | $4,697 | $8,667-45.8% | $6,856-31.5% | $11,407-58.8% |