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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 | $98,059 | $79,189+23.8% | $102,457-4.3% | $74,400+31.8% |
| Participation rate | 54.3% | 74.8%-20.4pp | 76.5%-22.1pp | 67.2%-12.9pp |
| Annual return | 11.98% | 54.98%-43.0pp | 29.41%-17.4pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $598 | $2,362-74.7% | $3,022-80.2% | $2,624-77.2% |
| Participant deferral / active EE | $2,935 | $4,415-33.5% | $5,054-41.9% | $4,348-32.5% |
| Admin fee / account holder | $20,751 | $2,002+936.4% | $9,451+119.6% | $1,944+967.7% |