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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 | $95,678 | $159,934-40.2% | $147,005-34.9% | $145,959-34.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 41.01% | 98.24%-57.2pp | 418.76%-377.8pp | 561.95%-520.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,010 | $8,427-28.7% | $8,070-25.5% | $6,689-10.1% |
| Admin fee / account holder | $1,210 | $15,053-92.0% | $13,006-90.7% | $13,398-91.0% |