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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 | $90,207 | $79,223+13.9% | $102,460-12.0% | $74,478+21.1% |
| Participation rate | 54.5% | 74.8%-20.3pp | 76.5%-22.0pp | 67.2%-12.8pp |
| Annual return | 11.54% | 54.98%-43.4pp | 29.47%-17.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $617 | $2,363-73.9% | $3,025-79.6% | $2,626-76.5% |
| Participant deferral / active EE | $3,810 | $4,417-13.8% | $5,056-24.7% | $4,350-12.4% |
| Admin fee / account holder | $1,696 | $2,003-15.3% | $9,460-82.1% | $1,946-12.8% |