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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 | $55,818 | $181,896-69.3% | $156,551-64.3% | $273,972-79.6% |
| Participation rate | 41.7% | 88.4%-46.7pp | 84.0%-42.3pp | 83.0%-41.3pp |
| Annual return | 721.51% | 30.74%+690.8pp | 32.23%+689.3pp | 41.46%+680.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,148 | $5,550-25.3% | $4,871-14.8% | $5,287-21.5% |
| Admin fee / account holder | $4,751 | $15,560-69.5% | $13,028-63.5% | $10,133-53.1% |