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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 | $38,628 | $202,345-80.9% | $172,755-77.6% | $152,885-74.7% |
| Participation rate | 31.8% | 87.1%-55.2pp | 82.6%-50.8pp | 82.5%-50.6pp |
| Annual return | 20.12% | 1029.77%-1009.7pp | 802.94%-782.8pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,935 | $5,948-50.7% | $5,198-43.5% | $5,851-49.8% |
| Admin fee / account holder | $3,356 | $17,111-80.4% | $13,955-75.9% | $11,598-71.1% |