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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 | $98,411 | $150,447-34.6% | $136,298-27.8% | $147,586-33.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.64% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $639 | $5,256-87.8% | $4,696-86.4% | $4,876-86.9% |
| Participant deferral / active EE | $8,888 | $6,631+34.0% | $6,247+42.3% | $5,439+63.4% |
| Admin fee / account holder | $834 | $10,906-92.4% | $9,244-91.0% | $10,886-92.3% |