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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 | $41,944 | $150,447-72.1% | $136,298-69.2% | $147,586-71.6% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 22.39% | 1049.15%-1026.8pp | 5156.27%-5133.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $621 | $5,256-88.2% | $4,696-86.8% | $4,876-87.3% |
| Participant deferral / active EE | $3,300 | $6,631-50.2% | $6,247-47.2% | $5,439-39.3% |
| Admin fee / account holder | $21,821 | $10,906+100.1% | $9,244+136.1% | $10,886+100.5% |