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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 | $36,272 | $202,342-82.1% | $172,753-79.0% | $152,909-76.3% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 18.68% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,884 | $5,948-51.5% | $5,198-44.5% | $5,851-50.7% |
| Admin fee / account holder | $1,979 | $17,112-88.4% | $13,956-85.8% | $11,601-82.9% |