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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 | $202,345-64.2% | $172,755-58.0% | $152,885-52.6% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.5%-64.3pp |
| Annual return | 22.25% | 1029.77%-1007.5pp | 802.94%-780.7pp | 345.39%-323.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,100 | $5,948-31.1% | $5,198-21.1% | $5,851-29.9% |
| Admin fee / account holder | $3,673 | $17,111-78.5% | $13,955-73.7% | $11,598-68.3% |