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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 | $49,857 | $180,749-72.4% | $160,784-69.0% | $137,256-63.7% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 15.95% | 2234.46%-2218.5pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,714 | $6,844-16.5% | $6,293-9.2% | $6,407-10.8% |
| Admin fee / account holder | $27,566 | $10,397+165.1% | $9,717+183.7% | $12,270+124.7% |