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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 | $97,205 | $60,504+60.7% | $81,882+18.7% | $74,478+30.5% |
| Participation rate | 29.0% | 62.9%-33.9pp | 72.4%-43.4pp | 67.2%-38.2pp |
| Annual return | 15.39% | 16.91%-1.5pp | 779.47%-764.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $151 | $2,627-94.3% | $2,916-94.8% | $2,626-94.3% |
| Participant deferral / active EE | $1,227 | $3,400-63.9% | $4,323-71.6% | $4,350-71.8% |
| Admin fee / account holder | $1,723 | $1,492+15.5% | $7,360-76.6% | $1,946-11.4% |