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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 | $44,151 | $160,070-72.4% | $147,117-70.0% | $145,897-69.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 13.31% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,643 | $8,419-68.6% | $8,065-67.2% | $6,689-60.5% |
| Admin fee / account holder | $751 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |