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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 | $94,094 | $150,446-37.5% | $136,297-31.0% | $147,585-36.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.42% | 1049.14%-1032.7pp | 5156.19%-5139.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $132 | $5,256-97.5% | $4,696-97.2% | $4,876-97.3% |
| Participant deferral / active EE | $2,984 | $6,631-55.0% | $6,247-52.2% | $5,439-45.1% |
| Admin fee / account holder | $26,111 | $10,906+139.4% | $9,244+182.5% | $10,886+139.9% |