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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 | $20,226 | $169,361-88.1% | $129,397-84.4% | $145,877-86.1% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 37.57% | 14395.54%-14358.0pp | 9453.98%-9416.4pp | 551.28%-513.7pp |
| Employer contribution / active EE | $103 | $5,542-98.1% | $4,154-97.5% | $4,663-97.8% |
| Participant deferral / active EE | $1,750 | $4,987-64.9% | $4,167-58.0% | $6,691-73.8% |
| Admin fee / account holder | $660 | $9,903-93.3% | $7,679-91.4% | $13,402-95.1% |