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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 | $23,205 | $180,749-87.2% | $160,784-85.6% | $137,256-83.1% |
| Participation rate | 47.4% | 80.0%-32.6pp | 77.0%-29.6pp | 80.0%-32.6pp |
| Annual return | 35.64% | 2234.46%-2198.8pp | 1803.92%-1768.3pp | 220.34%-184.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,076 | $6,844-11.2% | $6,293-3.5% | $6,407-5.2% |
| Admin fee / account holder | $358 | $10,397-96.6% | $9,717-96.3% | $12,270-97.1% |