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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 | $33,513 | $180,749-81.5% | $160,784-79.2% | $137,256-75.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 19.35% | 2234.46%-2215.1pp | 1803.92%-1784.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,363 | $6,844-36.3% | $6,293-30.7% | $6,407-31.9% |
| Admin fee / account holder | $411 | $10,397-96.1% | $9,717-95.8% | $12,270-96.7% |