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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 | $89,683 | $150,447-40.4% | $136,298-34.2% | $147,586-39.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 13.01% | 1049.15%-1036.1pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $788 | $5,256-85.0% | $4,696-83.2% | $4,876-83.8% |
| Participant deferral / active EE | $3,785 | $6,631-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $563 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |