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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 | $68,078 | $150,447-54.7% | $136,298-50.1% | $147,586-53.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.02% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $190 | $5,256-96.4% | $4,696-96.0% | $4,876-96.1% |
| Participant deferral / active EE | $2,565 | $6,631-61.3% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $307 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |