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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 | $66,623 | $150,442-55.7% | $136,295-51.1% | $147,585-54.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.51% | 1049.09%-1038.6pp | 5155.97%-5145.5pp | 578.56%-568.0pp |
| Employer contribution / active EE | $870 | $5,256-83.4% | $4,695-81.5% | $4,876-82.1% |
| Participant deferral / active EE | $2,443 | $6,630-63.2% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $129,042 | $10,905+1083.3% | $9,243+1296.0% | $10,885+1085.5% |