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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 | $86,224 | $209,874-58.9% | $189,537-54.5% | $167,536-48.5% |
| Participation rate | 38.1% | 88.7%-50.6pp | 87.8%-49.7pp | 82.1%-44.0pp |
| Annual return | 20.76% | 748.61%-727.9pp | 555.34%-534.6pp | 478.82%-458.1pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,128 | $8,934-53.8% | $8,220-49.8% | $6,342-34.9% |
| Admin fee / account holder | $8,030 | $14,299-43.8% | $12,048-33.4% | $12,315-34.8% |