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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 | $122,635 | $150,447-18.5% | $136,298-10.0% | $147,586-16.9% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 13.52% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.1pp |
| Employer contribution / active EE | $824 | $5,256-84.3% | $4,696-82.5% | $4,876-83.1% |
| Participant deferral / active EE | $2,590 | $6,631-60.9% | $6,247-58.5% | $5,439-52.4% |
| Admin fee / account holder | $1,167 | $10,906-89.3% | $9,244-87.4% | $10,886-89.3% |