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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 | $78,629 | $109,905-28.5% | $98,506-20.2% | $167,553-53.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 19.42% | 1960.20%-1940.8pp | 1494.92%-1475.5pp | 478.89%-459.5pp |
| Employer contribution / active EE | -$12 | $3,226-100.4% | $2,961-100.4% | $4,840-100.2% |
| Participant deferral / active EE | $7,330 | $4,674+56.8% | $4,277+71.4% | $6,343+15.6% |
| Admin fee / account holder | $4,135 | $6,760-38.8% | $5,955-30.6% | $12,316-66.4% |