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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 | $38,154 | $73,546-48.1% | $63,018-39.5% | $147,586-74.1% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.8%-59.8pp | 82.8%-67.8pp |
| Annual return | 33.52% | 175.56%-142.0pp | 87.62%-54.1pp | 578.59%-545.1pp |
| Employer contribution / active EE | $298 | $3,324-91.0% | $2,761-89.2% | $4,876-93.9% |
| Participant deferral / active EE | $3,187 | $4,185-23.8% | $3,330-4.3% | $5,439-41.4% |
| Admin fee / account holder | $312 | $5,956-94.8% | $3,601-91.3% | $10,886-97.1% |