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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 | $76,534 | $48,337+58.3% | $67,560+13.3% | $80,959-5.5% |
| Participation rate | 46.8% | 66.4%-19.6pp | 72.9%-26.1pp | 67.7%-20.8pp |
| Annual return | 13.11% | 18.26%-5.2pp | 3533.50%-3520.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $267 | $2,023-86.8% | $2,737-90.3% | $2,757-90.3% |
| Participant deferral / active EE | $1,213 | $2,928-58.6% | $4,004-69.7% | $4,300-71.8% |
| Admin fee / account holder | $4,311 | $3,695+16.7% | $3,994+7.9% | $6,925-37.7% |