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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 | $57,877 | $150,447-61.5% | $136,298-57.5% | $147,586-60.8% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 13.44% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $445 | $5,256-91.5% | $4,696-90.5% | $4,876-90.9% |
| Participant deferral / active EE | $4,350 | $6,631-34.4% | $6,247-30.4% | $5,439-20.0% |
| Admin fee / account holder | $19,045 | $10,906+74.6% | $9,244+106.0% | $10,886+75.0% |