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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 | $63,310 | $99,009-36.1% | $86,581-26.9% | $147,585-57.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 19.85% | 1312.70%-1292.9pp | 965.06%-945.2pp | 578.58%-558.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,623 | $3,972+16.4% | $3,609+28.1% | $5,439-15.0% |
| Admin fee / account holder | $1,610 | $5,709-71.8% | $4,904-67.2% | $10,886-85.2% |