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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 | $45,429 | $124,187-63.4% | $108,410-58.1% | $167,518-72.9% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 20.09% | 1379.80%-1359.7pp | 905.34%-885.3pp | 478.71%-458.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,332 | $6,908-51.8% | $6,562-49.2% | $6,342-47.5% |
| Admin fee / account holder | $714 | $9,456-92.5% | $7,296-90.2% | $12,312-94.2% |