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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 | $61,926 | $150,447-58.8% | $136,298-54.6% | $147,586-58.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 10.91% | 1049.15%-1038.2pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $679 | $5,256-87.1% | $4,696-85.5% | $4,876-86.1% |
| Participant deferral / active EE | $2,602 | $6,631-60.8% | $6,247-58.4% | $5,439-52.2% |
| Admin fee / account holder | $463 | $10,906-95.8% | $9,244-95.0% | $10,886-95.7% |