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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 | $70,029 | $51,642+35.6% | $129,384-45.9% | $80,935-13.5% |
| Participation rate | 12.0% | 56.9%-44.9pp | 69.6%-57.6pp | 67.7%-55.7pp |
| Annual return | 13.44% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $130 | $1,583-91.8% | $4,153-96.9% | $2,757-95.3% |
| Participant deferral / active EE | $763 | $2,670-71.4% | $4,166-81.7% | $4,299-82.3% |
| Admin fee / account holder | $478 | $4,312-88.9% | $7,686-93.8% | $6,924-93.1% |