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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 | $56,077 | $150,447-62.7% | $136,298-58.9% | $147,586-62.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.57% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $833 | $5,256-84.1% | $4,696-82.3% | $4,876-82.9% |
| Participant deferral / active EE | $9,083 | $6,631+37.0% | $6,247+45.4% | $5,439+67.0% |
| Admin fee / account holder | $1,839 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |