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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 | $73,421 | $180,749-59.4% | $160,784-54.3% | $137,256-46.5% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.0%-38.1pp | 80.0%-41.1pp |
| Annual return | 19.22% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,394 | $6,844-79.6% | $6,293-77.8% | $6,407-78.2% |
| Admin fee / account holder | $576 | $10,397-94.5% | $9,717-94.1% | $12,270-95.3% |