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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 | $72,478 | $202,342-64.2% | $172,753-58.0% | $152,909-52.6% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.5%-64.3pp |
| Annual return | 22.25% | 1029.88%-1007.6pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,100 | $5,948-31.1% | $5,198-21.1% | $5,851-29.9% |
| Admin fee / account holder | $3,673 | $17,112-78.5% | $13,956-73.7% | $11,601-68.3% |