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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 | $25,666 | $150,446-82.9% | $136,297-81.2% | $147,585-82.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 13.87% | 1049.14%-1035.3pp | 5156.19%-5142.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $753 | $5,256-85.7% | $4,696-84.0% | $4,876-84.6% |
| Participant deferral / active EE | $2,560 | $6,631-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $37,280 | $10,906+241.8% | $9,244+303.3% | $10,886+242.5% |