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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 | $106,926 | $209,888-49.1% | $189,545-43.6% | $167,553-36.2% |
| Participation rate | 61.9% | 88.7%-26.8pp | 87.8%-25.9pp | 82.1%-20.2pp |
| Annual return | 23.37% | 748.66%-725.3pp | 555.36%-532.0pp | 478.89%-455.5pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,485 | $8,934-61.0% | $8,220-57.6% | $6,343-45.1% |
| Admin fee / account holder | $632 | $14,300-95.6% | $12,049-94.8% | $12,316-94.9% |