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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 | $60,454+60.8% | $81,844+18.8% | $74,459+30.5% |
| Participation rate | 29.0% | 63.0%-34.0pp | 72.4%-43.4pp | 67.2%-38.2pp |
| Annual return | 15.39% | 16.87%-1.5pp | 778.87%-763.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $151 | $2,630-94.3% | $2,916-94.8% | $2,626-94.3% |
| Participant deferral / active EE | $1,227 | $3,398-63.9% | $4,323-71.6% | $4,350-71.8% |
| Admin fee / account holder | $1,723 | $1,490+15.6% | $7,355-76.6% | $1,945-11.4% |