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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 | $53,561 | $150,447-64.4% | $136,298-60.7% | $147,586-63.7% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 15.53% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $754 | $5,256-85.7% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $5,524 | $6,631-16.7% | $6,247-11.6% | $5,439+1.6% |
| Admin fee / account holder | $2,033 | $10,906-81.4% | $9,244-78.0% | $10,886-81.3% |