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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 | $137,509 | $171,867-20.0% | $149,716-8.2% | $147,585-6.8% |
| Participation rate | 45.5% | 88.2%-42.7pp | 87.1%-41.6pp | 82.8%-37.4pp |
| Annual return | 17.79% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.58%-560.8pp |
| Employer contribution / active EE | $1,043 | $6,275-83.4% | $5,444-80.9% | $4,876-78.6% |
| Participant deferral / active EE | $3,988 | $7,270-45.1% | $6,568-39.3% | $5,439-26.7% |
| Admin fee / account holder | $5,148 | $13,799-62.7% | $11,282-54.4% | $10,886-52.7% |