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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 | $108,963 | $80,705+35.0% | $115,768-5.9% | $67,986+60.3% |
| Participation rate | 35.0% | 63.0%-28.0pp | 74.4%-39.4pp | 57.2%-22.2pp |
| Annual return | 13.42% | 18.49%-5.1pp | 100.46%-87.0pp | 31.67%-18.2pp |
| Employer contribution / active EE | $496 | $2,046-75.7% | $2,940-83.1% | $2,019-75.4% |
| Participant deferral / active EE | $1,653 | $3,559-53.6% | $4,917-66.4% | $3,358-50.8% |
| Admin fee / account holder | $12,982 | $4,135+213.9% | $12,439+4.4% | $3,203+305.3% |