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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 | $67,594+26.1% | $77,361+10.1% | $69,733+22.2% |
| Participation rate | 29.9% | 71.7%-41.8pp | 75.0%-45.1pp | 62.5%-32.6pp |
| Annual return | 11.19% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $388 | $2,649-85.3% | $2,990-87.0% | $2,250-82.8% |
| Participant deferral / active EE | $1,973 | $3,401-42.0% | $3,911-49.6% | $3,054-35.4% |
| Admin fee / account holder | $10,620 | $1,159+816.0% | $5,894+80.2% | $3,102+242.4% |