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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 | $24,557 | $54,674-55.1% | $76,089-67.7% | $74,429-67.0% |
| Participation rate | 23.8% | 60.3%-36.6pp | 69.1%-45.3pp | 67.2%-43.5pp |
| Annual return | 11.13% | 31.89%-20.8pp | 360.94%-349.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $162 | $1,781-90.9% | $2,690-94.0% | $2,625-93.8% |
| Participant deferral / active EE | $1,373 | $3,071-55.3% | $4,259-67.8% | $4,348-68.4% |
| Admin fee / account holder | $1,322 | $2,238-40.9% | $6,418-79.4% | $1,944-32.0% |