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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 | $93,839 | $202,342-53.6% | $172,753-45.7% | $152,909-38.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.69% | 1029.88%-1005.2pp | 803.00%-778.3pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,770 | $5,948-53.4% | $5,198-46.7% | $5,851-52.7% |
| Admin fee / account holder | $5,316 | $17,112-68.9% | $13,956-61.9% | $11,601-54.2% |