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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 | $37,124 | $150,447-75.3% | $136,298-72.8% | $147,586-74.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 25.05% | 1049.15%-1024.1pp | 5156.27%-5131.2pp | 578.59%-553.5pp |
| Employer contribution / active EE | $629 | $5,256-88.0% | $4,696-86.6% | $4,876-87.1% |
| Participant deferral / active EE | $4,388 | $6,631-33.8% | $6,247-29.8% | $5,439-19.3% |
| Admin fee / account holder | $21,107 | $10,906+93.5% | $9,244+128.3% | $10,886+93.9% |