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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 | $29,976 | $150,447-80.1% | $136,298-78.0% | $147,586-79.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.81% | 1049.15%-1028.3pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $261 | $5,256-95.0% | $4,696-94.4% | $4,876-94.6% |
| Participant deferral / active EE | $7,334 | $6,631+10.6% | $6,247+17.4% | $5,439+34.8% |
| Admin fee / account holder | $1,244 | $10,906-88.6% | $9,244-86.5% | $10,886-88.6% |