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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 | $61,468 | $180,749-66.0% | $160,784-61.8% | $137,256-55.2% |
| Participation rate | 34.8% | 80.0%-45.2pp | 77.0%-42.2pp | 80.0%-45.2pp |
| Annual return | 18.19% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,501 | $6,844-48.8% | $6,293-44.4% | $6,407-45.4% |
| Admin fee / account holder | $478 | $10,397-95.4% | $9,717-95.1% | $12,270-96.1% |