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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 | $79,290 | $202,342-60.8% | $172,752-54.1% | $152,897-48.1% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 20.78% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,531 | $5,948-57.4% | $5,198-51.3% | $5,851-56.7% |
| Admin fee / account holder | $27,678 | $17,111+61.8% | $13,955+98.3% | $11,599+138.6% |