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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 | $116,540 | $59,456+96.0% | $93,681+24.4% | $74,400+56.6% |
| Participation rate | 24.2% | 59.6%-35.5pp | 68.7%-44.5pp | 67.2%-43.0pp |
| Annual return | 11.12% | 82.00%-70.9pp | 133.47%-122.4pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $125 | $1,266-90.1% | $2,422-94.8% | $2,624-95.2% |
| Participant deferral / active EE | $1,360 | $3,052-55.4% | $4,415-69.2% | $4,348-68.7% |
| Admin fee / account holder | $3,348 | $3,026+10.6% | $8,290-59.6% | $1,944+72.2% |