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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 | $101,621 | $101,539+0.1% | $147,041-30.9% | $74,400+36.6% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 13.00% | 8740.84%-8727.8pp | 419.21%-406.2pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $563 | $3,811-85.2% | $4,935-88.6% | $2,624-78.6% |
| Participant deferral / active EE | $3,790 | $7,304-48.1% | $8,071-53.0% | $4,348-12.8% |
| Admin fee / account holder | $9,193 | $1,749+425.6% | $13,006-29.3% | $1,944+373.0% |