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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 | $32,311 | $88,710-63.6% | $81,783-60.5% | $145,959-77.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $107 | $3,083-96.5% | $2,913-96.3% | $4,661-97.7% |
| Participant deferral / active EE | $4,637 | $4,645-0.2% | $4,320+7.3% | $6,689-30.7% |
| Admin fee / account holder | $420 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |