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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 | $88,815-63.6% | $81,882-60.5% | $145,897-77.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 12.92% | 1033.75%-1020.8pp | 779.47%-766.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $107 | $3,086-96.5% | $2,916-96.3% | $4,663-97.7% |
| Participant deferral / active EE | $4,637 | $4,647-0.2% | $4,323+7.3% | $6,689-30.7% |
| Admin fee / account holder | $420 | $8,434-95.0% | $7,360-94.3% | $13,390-96.9% |