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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 | $84,516 | $47,479+78.0% | $62,929+34.3% | $82,448+2.5% |
| Participation rate | 43.2% | 66.9%-23.7pp | 73.1%-29.9pp | 68.1%-24.9pp |
| Annual return | 13.03% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $233 | $1,885-87.6% | $2,505-90.7% | $2,551-90.9% |
| Participant deferral / active EE | $1,173 | $2,870-59.2% | $3,888-69.8% | $4,139-71.7% |
| Admin fee / account holder | $3,569 | $3,804-6.2% | $5,065-29.5% | $7,234-50.7% |