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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 | $64,917 | $234,190-72.3% | $180,320-64.0% | $198,609-67.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 20.14% | 1057.44%-1037.3pp | 778.54%-758.4pp | 202.70%-182.6pp |
| Employer contribution / active EE | $50 | $5,258-99.1% | $4,108-98.8% | $5,055-99.0% |
| Participant deferral / active EE | $14,757 | $4,988+195.8% | $4,304+242.8% | $6,977+111.5% |
| Admin fee / account holder | $10,026 | $12,558-20.2% | $10,000+0.3% | $19,030-47.3% |