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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 | $24,563 | $150,447-83.7% | $136,298-82.0% | $147,586-83.4% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 12.88% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $504 | $5,256-90.4% | $4,696-89.3% | $4,876-89.7% |
| Participant deferral / active EE | $2,543 | $6,631-61.6% | $6,247-59.3% | $5,439-53.2% |
| Admin fee / account holder | $2,378 | $10,906-78.2% | $9,244-74.3% | $10,886-78.2% |