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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 | $82,549 | $70,587+16.9% | $124,693-33.8% | $85,856-3.9% |
| Participation rate | 51.1% | 64.4%-13.3pp | 74.6%-23.5pp | 69.3%-18.2pp |
| Annual return | 30.73% | 20688.83%-20658.1pp | 5144.19%-5113.5pp | 318.58%-287.9pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,989 | $2,969+34.4% | $4,615-13.6% | $3,952+0.9% |
| Admin fee / account holder | $5,176 | $5,282-2.0% | $7,494-30.9% | $6,261-17.3% |