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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 | $58,535 | $180,749-67.6% | $160,784-63.6% | $137,256-57.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.61% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,603 | $6,844+25.7% | $6,293+36.7% | $6,407+34.3% |
| Admin fee / account holder | $1,699 | $10,397-83.7% | $9,717-82.5% | $12,270-86.2% |