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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 | $97,862 | $171,867-43.1% | $149,716-34.6% | $147,585-33.7% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 18.50% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.58%-560.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,346 | $7,270-40.2% | $6,568-33.8% | $5,439-20.1% |
| Admin fee / account holder | $621 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |