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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 | $125,862 | $79,181+59.0% | $102,423+22.9% | $74,429+69.1% |
| Participation rate | 53.2% | 74.8%-21.6pp | 76.5%-23.3pp | 67.2%-14.1pp |
| Annual return | 12.23% | 54.97%-42.7pp | 29.42%-17.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $690 | $2,362-70.8% | $3,023-77.2% | $2,625-73.7% |
| Participant deferral / active EE | $3,119 | $4,416-29.4% | $5,054-38.3% | $4,348-28.3% |
| Admin fee / account holder | $1,822 | $2,002-9.0% | $9,455-80.7% | $1,944-6.3% |