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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 | $63,223 | $184,000-65.6% | $162,185-61.0% | $152,909-58.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 26.72% | 150.80%-124.1pp | 115.61%-88.9pp | 345.46%-318.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,480 | $8,033-56.7% | $7,297-52.3% | $5,851-40.5% |
| Admin fee / account holder | $1,099 | $13,124-91.6% | $10,844-89.9% | $11,601-90.5% |