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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 | $38,023 | $84,708-55.1% | $75,714-49.8% | $167,536-77.3% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.8%-51.0pp | 82.1%-58.3pp |
| Annual return | 15.69% | 199.62%-183.9pp | 104.62%-88.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $161 | $3,231-95.0% | $2,744-94.1% | $4,839-96.7% |
| Participant deferral / active EE | $3,343 | $4,577-27.0% | $3,820-12.5% | $6,342-47.3% |
| Admin fee / account holder | $1,008 | $5,358-81.2% | $3,619-72.1% | $12,315-91.8% |