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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 | $91,916 | $74,661+23.1% | $160,784-42.8% | $67,986+35.2% |
| Participation rate | 26.8% | 57.1%-30.3pp | 77.0%-50.2pp | 57.2%-30.4pp |
| Annual return | 18.48% | 28.83%-10.4pp | 1803.92%-1785.4pp | 31.67%-13.2pp |
| Employer contribution / active EE | $386 | $1,829-78.9% | $3,733-89.7% | $2,019-80.9% |
| Participant deferral / active EE | $2,014 | $3,681-45.3% | $6,293-68.0% | $3,358-40.0% |
| Admin fee / account holder | $4,740 | $3,959+19.7% | $9,717-51.2% | $3,203+48.0% |