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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 | $77,949 | $65,566+18.9% | $86,235-9.6% | $75,177+3.7% |
| Participation rate | 30.0% | 60.5%-30.5pp | 69.0%-39.0pp | 67.2%-37.2pp |
| Annual return | 14.12% | 46.07%-32.0pp | 1170.03%-1155.9pp | 160.75%-146.6pp |
| Employer contribution / active EE | $257 | $1,553-83.5% | $2,381-89.2% | $2,671-90.4% |
| Participant deferral / active EE | $1,225 | $3,023-59.5% | $3,987-69.3% | $4,126-70.3% |
| Admin fee / account holder | $1,991 | $5,470-63.6% | $6,856-71.0% | $5,651-64.8% |