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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 | $48,598 | $180,749-73.1% | $160,784-69.8% | $137,256-64.6% |
| Participation rate | 9.1% | 80.0%-70.9pp | 77.0%-67.9pp | 80.0%-70.9pp |
| Annual return | 12.91% | 2234.46%-2221.6pp | 1803.92%-1791.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,266 | $6,844-81.5% | $6,293-79.9% | $6,407-80.2% |
| Admin fee / account holder | $14,822 | $10,397+42.6% | $9,717+52.5% | $12,270+20.8% |