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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 | $27,575 | $150,447-81.7% | $136,298-79.8% | $147,586-81.3% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 14.88% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $792 | $5,256-84.9% | $4,696-83.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,829 | $6,631-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $17,894 | $10,906+64.1% | $9,244+93.6% | $10,886+64.4% |