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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 | $50,194 | $180,749-72.2% | $160,784-68.8% | $137,256-63.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 18.66% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,505 | $6,844-34.2% | $6,293-28.4% | $6,407-29.7% |
| Admin fee / account holder | $1,122 | $10,397-89.2% | $9,717-88.5% | $12,270-90.9% |