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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 | $44,968 | $150,447-70.1% | $136,298-67.0% | $147,586-69.5% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 13.08% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $877 | $5,256-83.3% | $4,696-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $3,915 | $6,631-41.0% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $6,794 | $10,906-37.7% | $9,244-26.5% | $10,886-37.6% |