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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 | $88,083 | $171,867-48.7% | $149,716-41.2% | $147,585-40.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 71.53% | 2113.36%-2041.8pp | 1501.67%-1430.1pp | 578.58%-507.1pp |
| Employer contribution / active EE | $1,077 | $6,275-82.8% | $5,444-80.2% | $4,876-77.9% |
| Participant deferral / active EE | $3,170 | $7,270-56.4% | $6,568-51.7% | $5,439-41.7% |
| Admin fee / account holder | $425 | $13,799-96.9% | $11,282-96.2% | $10,886-96.1% |