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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 | $74,833 | $150,447-50.3% | $136,298-45.1% | $147,586-49.3% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 14.69% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $457 | $5,256-91.3% | $4,696-90.3% | $4,876-90.6% |
| Participant deferral / active EE | $2,571 | $6,631-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $1,119 | $10,906-89.7% | $9,244-87.9% | $10,886-89.7% |