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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 | $96,458 | $49,199+96.1% | $121,210-20.4% | $75,177+28.3% |
| Participation rate | 8.7% | 55.4%-46.7pp | 69.5%-60.9pp | 67.2%-58.5pp |
| Annual return | 15.04% | 56.04%-41.0pp | 987.41%-972.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $15 | $1,547-99.0% | $4,171-99.6% | $2,671-99.4% |
| Participant deferral / active EE | $1,034 | $2,630-60.7% | $4,084-74.7% | $4,126-75.0% |
| Admin fee / account holder | $3,953 | $3,946+0.2% | $5,647-30.0% | $5,651-30.1% |