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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 | $85,207 | $64,705+31.7% | $62,929+35.4% | $67,986+25.3% |
| Participation rate | 29.9% | 65.6%-35.7pp | 73.1%-43.2pp | 57.2%-27.3pp |
| Annual return | 11.19% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $388 | $2,376-83.7% | $2,505-84.5% | $2,019-80.8% |
| Participant deferral / active EE | $1,973 | $3,198-38.3% | $3,888-49.3% | $3,358-41.3% |
| Admin fee / account holder | $10,620 | $1,428+643.7% | $5,065+109.7% | $3,203+231.6% |