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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 | $103,224 | $171,867-39.9% | $149,721-31.1% | $147,586-30.1% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 10.49% | 2113.36%-2102.9pp | 1501.67%-1491.2pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,514 | $7,270-37.9% | $6,568-31.3% | $5,439-17.0% |
| Admin fee / account holder | $13,997 | $13,799+1.4% | $11,282+24.1% | $10,886+28.6% |