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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 | $59,089 | $54,558+8.3% | $76,051-22.3% | $74,400-20.6% |
| Participation rate | 24.1% | 60.3%-36.2pp | 69.1%-45.0pp | 67.2%-43.1pp |
| Annual return | 11.05% | 31.83%-20.8pp | 360.42%-349.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $354 | $1,778-80.1% | $2,690-86.8% | $2,624-86.5% |
| Participant deferral / active EE | $1,422 | $3,065-53.6% | $4,257-66.6% | $4,348-67.3% |
| Admin fee / account holder | $1,604 | $2,232-28.1% | $6,416-75.0% | $1,944-17.5% |