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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 | $49,532 | $171,867-71.2% | $149,721-66.9% | $147,586-66.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 11.84% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.59%-566.8pp |
| Employer contribution / active EE | $7 | $6,275-99.9% | $5,444-99.9% | $4,876-99.9% |
| Participant deferral / active EE | $3,348 | $7,270-54.0% | $6,568-49.0% | $5,439-38.5% |
| Admin fee / account holder | $13,582 | $13,799-1.6% | $11,282+20.4% | $10,886+24.8% |