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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 | $35,303 | $190,862-81.5% | $159,991-77.9% | $134,509-73.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 29.18% | 552.59%-523.4pp | 408.82%-379.6pp | 418.13%-389.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,142 | $6,924-11.3% | $6,183-0.7% | $6,400-4.0% |
| Admin fee / account holder | $10,514 | $10,495+0.2% | $8,715+20.6% | $11,427-8.0% |