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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 | $38,145 | $171,867-77.8% | $149,718-74.5% | $147,585-74.2% |
| Participation rate | 47.4% | 88.2%-40.8pp | 87.1%-39.7pp | 82.8%-35.5pp |
| Annual return | 13.95% | 2113.36%-2099.4pp | 1501.70%-1487.8pp | 578.57%-564.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,826 | $7,270-33.6% | $6,568-26.5% | $5,439-11.3% |
| Admin fee / account holder | $13,857 | $13,799+0.4% | $11,283+22.8% | $10,885+27.3% |