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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 | $90,166 | $150,447-40.1% | $136,298-33.8% | $147,586-38.9% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 26.06% | 1049.15%-1023.1pp | 5156.27%-5130.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $478 | $5,256-90.9% | $4,696-89.8% | $4,876-90.2% |
| Participant deferral / active EE | $3,234 | $6,631-51.2% | $6,247-48.2% | $5,439-40.5% |
| Admin fee / account holder | $7,665 | $10,906-29.7% | $9,244-17.1% | $10,886-29.6% |