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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 | $62,797 | $209,874-70.1% | $189,537-66.9% | $167,536-62.5% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 22.31% | 748.61%-726.3pp | 555.34%-533.0pp | 478.82%-456.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.2% | $6,342+105.0% |
| Admin fee / account holder | $340 | $14,299-97.6% | $12,048-97.2% | $12,315-97.2% |