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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 | $46,342 | $171,865-73.0% | $149,718-69.0% | $147,585-68.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 18.78% | 2113.29%-2094.5pp | 1501.67%-1482.9pp | 578.56%-559.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,834 | $7,270-47.3% | $6,569-41.6% | $5,439-29.5% |
| Admin fee / account holder | $11,084 | $13,799-19.7% | $11,283-1.8% | $10,885+1.8% |