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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 | $71,938 | $150,447-52.2% | $136,298-47.2% | $147,586-51.3% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $739 | $5,256-85.9% | $4,696-84.3% | $4,876-84.8% |
| Participant deferral / active EE | $2,769 | $6,631-58.2% | $6,247-55.7% | $5,439-49.1% |
| Admin fee / account holder | $17,163 | $10,906+57.4% | $9,244+85.7% | $10,886+57.7% |