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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 | $97,934 | $159,934-38.8% | $147,005-33.4% | $145,959-32.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.22% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,548 | $8,427+60.8% | $8,070+67.9% | $6,689+102.6% |
| Admin fee / account holder | $32,140 | $15,053+113.5% | $13,006+147.1% | $13,398+139.9% |