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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 | $111,251 | $150,442-26.1% | $136,295-18.4% | $147,585-24.6% |
| Participation rate | 23.1% | 84.4%-61.3pp | 81.9%-58.8pp | 82.8%-59.8pp |
| Annual return | 11.98% | 1049.09%-1037.1pp | 5155.97%-5144.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $269 | $5,256-94.9% | $4,695-94.3% | $4,876-94.5% |
| Participant deferral / active EE | $3,769 | $6,630-43.2% | $6,247-39.7% | $5,439-30.7% |
| Admin fee / account holder | $10,047 | $10,905-7.9% | $9,243+8.7% | $10,885-7.7% |