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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 | $62,931 | $57,312+9.8% | $86,617-27.3% | $75,181-16.3% |
| Participation rate | 24.3% | 63.2%-38.9pp | 71.7%-47.4pp | 67.2%-42.9pp |
| Annual return | 16.97% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $257 | $2,315-88.9% | $3,023-91.5% | $2,671-90.4% |
| Participant deferral / active EE | $1,503 | $3,319-54.7% | $4,437-66.1% | $4,126-63.6% |
| Admin fee / account holder | $2,507 | $4,114-39.1% | $5,613-55.3% | $5,650-55.6% |