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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 | $79,345 | $180,749-56.1% | $160,784-50.7% | $137,256-42.2% |
| Participation rate | 52.9% | 80.0%-27.0pp | 77.0%-24.0pp | 80.0%-27.0pp |
| Annual return | 11.48% | 2234.46%-2223.0pp | 1803.92%-1792.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $106 | $4,155-97.5% | $3,733-97.2% | $4,156-97.5% |
| Participant deferral / active EE | $6,381 | $6,844-6.8% | $6,293+1.4% | $6,407-0.4% |
| Admin fee / account holder | $39,478 | $10,397+279.7% | $9,717+306.3% | $12,270+221.7% |