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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 | $37,404 | $72,426-48.4% | $67,560-44.6% | $145,897-74.4% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 10.34% | 7226.78%-7216.4pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $177 | $3,074-94.3% | $2,737-93.5% | $4,663-96.2% |
| Participant deferral / active EE | $2,763 | $4,785-42.3% | $4,004-31.0% | $6,689-58.7% |
| Admin fee / account holder | $3,834 | $5,514-30.5% | $3,994-4.0% | $13,390-71.4% |