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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 | $42,407 | $150,447-71.8% | $136,298-68.9% | $147,586-71.3% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 16.68% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $627 | $5,256-88.1% | $4,696-86.6% | $4,876-87.1% |
| Participant deferral / active EE | $2,756 | $6,631-58.4% | $6,247-55.9% | $5,439-49.3% |
| Admin fee / account holder | $13,723 | $10,906+25.8% | $9,244+48.5% | $10,886+26.1% |