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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 | $45,282 | $171,867-73.7% | $149,721-69.8% | $147,586-69.3% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 18.31% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,323 | $7,270+0.7% | $6,568+11.5% | $5,439+34.7% |
| Admin fee / account holder | $8,943 | $13,799-35.2% | $11,282-20.7% | $10,886-17.8% |