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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 | $75,610 | $150,447-49.7% | $136,298-44.5% | $147,586-48.8% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 12.46% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $31 | $5,256-99.4% | $4,696-99.3% | $4,876-99.4% |
| Participant deferral / active EE | $3,123 | $6,631-52.9% | $6,247-50.0% | $5,439-42.6% |
| Admin fee / account holder | $2,029 | $10,906-81.4% | $9,244-78.0% | $10,886-81.4% |