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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 | $57,150 | $209,874-72.8% | $189,537-69.8% | $167,536-65.9% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 13.98% | 748.61%-734.6pp | 555.34%-541.4pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,185 | $8,934-53.2% | $8,220-49.1% | $6,342-34.0% |
| Admin fee / account holder | $4,386 | $14,299-69.3% | $12,048-63.6% | $12,315-64.4% |