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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 | $44,459 | $150,442-70.4% | $136,295-67.4% | $147,585-69.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.90% | 1049.09%-1024.2pp | 5155.97%-5131.1pp | 578.56%-553.7pp |
| Employer contribution / active EE | $791 | $5,256-85.0% | $4,695-83.2% | $4,876-83.8% |
| Participant deferral / active EE | $5,000 | $6,630-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $383 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |