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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 | $93,692 | $202,342-53.7% | $172,753-45.8% | $152,909-38.7% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.5%-51.7pp |
| Annual return | 15.63% | 1029.88%-1014.2pp | 803.00%-787.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $663 | $5,857-88.7% | $5,144-87.1% | $4,764-86.1% |
| Participant deferral / active EE | $2,892 | $5,948-51.4% | $5,198-44.4% | $5,851-50.6% |
| Admin fee / account holder | $46,897 | $17,112+174.1% | $13,956+236.0% | $11,601+304.3% |