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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 | $32,997 | $150,447-78.1% | $136,298-75.8% | $147,586-77.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.56% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $391 | $5,256-92.6% | $4,696-91.7% | $4,876-92.0% |
| Participant deferral / active EE | $4,968 | $6,631-25.1% | $6,247-20.5% | $5,439-8.7% |
| Admin fee / account holder | $1,661 | $10,906-84.8% | $9,244-82.0% | $10,886-84.7% |