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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 | $74,506 | $202,463-63.2% | $169,397-56.0% | $139,487-46.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 46.97% | 532.64%-485.7pp | 406.23%-359.3pp | 373.84%-326.9pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $16,000 | $6,941+130.5% | $6,223+157.1% | $6,713+138.4% |
| Admin fee / account holder | $498 | $10,726-95.4% | $9,017-94.5% | $11,407-95.6% |