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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 | $49,496 | $171,867-71.2% | $149,721-66.9% | $147,586-66.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 16.19% | 2113.36%-2097.2pp | 1501.67%-1485.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $423 | $6,275-93.3% | $5,444-92.2% | $4,876-91.3% |
| Participant deferral / active EE | $3,510 | $7,270-51.7% | $6,568-46.6% | $5,439-35.5% |
| Admin fee / account holder | $41,026 | $13,799+197.3% | $11,282+263.6% | $10,886+276.9% |