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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 | $35,887 | $176,105-79.6% | $159,474-77.5% | $167,536-78.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.83% | 331.91%-318.1pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,750 | $7,751+25.8% | $7,353+32.6% | $6,342+53.7% |
| Admin fee / account holder | $13,593 | $12,559+8.2% | $10,802+25.8% | $12,315+10.4% |