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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 | $96,240 | $79,209+21.5% | $102,434-6.0% | $74,459+29.3% |
| Participation rate | 59.2% | 74.8%-15.6pp | 76.5%-17.3pp | 67.2%-8.0pp |
| Annual return | 13.78% | 54.98%-41.2pp | 29.46%-15.7pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $598 | $2,362-74.7% | $3,023-80.2% | $2,626-77.2% |
| Participant deferral / active EE | $3,522 | $4,417-20.3% | $5,055-30.3% | $4,350-19.0% |
| Admin fee / account holder | $8,580 | $2,002+328.6% | $9,462-9.3% | $1,945+341.2% |