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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 | $91,193 | $202,342-54.9% | $172,752-47.2% | $152,897-40.4% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.5%-24.6pp |
| Annual return | 20.28% | 1029.83%-1009.5pp | 802.97%-782.7pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,097 | $5,948-31.1% | $5,198-21.2% | $5,851-30.0% |
| Admin fee / account holder | $522 | $17,111-96.9% | $13,955-96.3% | $11,599-95.5% |