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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 | $50,160 | $198,457-74.7% | $170,435-70.6% | $147,586-66.0% |
| Participation rate | 65.2% | 88.0%-22.8pp | 83.6%-18.4pp | 82.8%-17.6pp |
| Annual return | 37.25% | 257.30%-220.1pp | 205.94%-168.7pp | 578.59%-541.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,120 | $5,629-62.3% | $4,939-57.1% | $5,439-61.0% |
| Admin fee / account holder | $5,141 | $16,852-69.5% | $13,881-63.0% | $10,886-52.8% |