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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 | $70,915 | $171,867-58.7% | $149,721-52.6% | $147,586-52.0% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 11.06% | 2113.36%-2102.3pp | 1501.67%-1490.6pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,076 | $7,270+11.1% | $6,568+23.0% | $5,439+48.5% |
| Admin fee / account holder | $35,819 | $13,799+159.6% | $11,282+217.5% | $10,886+229.0% |