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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 | $55,242 | $180,749-69.4% | $160,784-65.6% | $137,256-59.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 14.53% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,099 | $6,844-10.9% | $6,293-3.1% | $6,407-4.8% |
| Admin fee / account holder | $8,199 | $10,397-21.1% | $9,717-15.6% | $12,270-33.2% |