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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 | $38,771 | $72,446-46.5% | $67,561-42.6% | $145,877-73.4% |
| Participation rate | 68.8% | 76.9%-8.1pp | 72.9%-4.2pp | 80.3%-11.6pp |
| Annual return | 11.38% | 7211.98%-7200.6pp | 3525.44%-3514.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $173 | $3,072-94.4% | $2,735-93.7% | $4,663-96.3% |
| Participant deferral / active EE | $2,038 | $4,785-57.4% | $4,003-49.1% | $6,691-69.5% |
| Admin fee / account holder | $2,477 | $5,541-55.3% | $4,006-38.2% | $13,402-81.5% |