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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 | $108,440 | $150,447-27.9% | $136,298-20.4% | $147,586-26.5% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 13.37% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $726 | $5,256-86.2% | $4,696-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $3,468 | $6,631-47.7% | $6,247-44.5% | $5,439-36.2% |
| Admin fee / account holder | $668 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |