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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 | $96,024 | $57,352+67.4% | $83,830+14.5% | $64,173+49.6% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.6pp | 69.6%-18.1pp |
| Annual return | 0.54% | 11.38%-10.8pp | 850.97%-850.4pp | 7.63%-7.1pp |
| Employer contribution / active EE | $515 | $2,546-79.8% | $3,631-85.8% | $2,381-78.4% |
| Participant deferral / active EE | $4,151 | $2,993+38.7% | $4,082+1.7% | $3,470+19.6% |
| Admin fee / account holder | $12,961 | $4,046+220.3% | $5,479+136.6% | $4,887+165.2% |