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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 | $92,067 | $156,963-41.3% | $121,204-24.0% | $139,466-34.0% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 18.15% | 1476.75%-1458.6pp | 987.18%-969.0pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,046 | $4,848+24.7% | $4,083+48.1% | $6,712-9.9% |
| Admin fee / account holder | $15,357 | $6,953+120.9% | $5,651+171.7% | $11,409+34.6% |