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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 | $95,993 | $180,749-46.9% | $160,784-40.3% | $137,256-30.1% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 11.91% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,497 | $6,844-78.1% | $6,293-76.2% | $6,407-76.6% |
| Admin fee / account holder | $14,318 | $10,397+37.7% | $9,717+47.4% | $12,270+16.7% |