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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 | $101,561 | $171,867-40.9% | $149,721-32.2% | $147,586-31.2% |
| Participation rate | 28.6% | 88.2%-59.6pp | 87.1%-58.5pp | 82.8%-54.3pp |
| Annual return | 13.52% | 2113.36%-2099.8pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $926 | $6,275-85.2% | $5,444-83.0% | $4,876-81.0% |
| Participant deferral / active EE | $3,351 | $7,270-53.9% | $6,568-49.0% | $5,439-38.4% |
| Admin fee / account holder | $2,527 | $13,799-81.7% | $11,282-77.6% | $10,886-76.8% |