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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 | $39,428 | $209,425-81.2% | $178,499-77.9% | $158,966-75.2% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 75.19% | 188.80%-113.6pp | 151.10%-75.9pp | 302.95%-227.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,076 | $5,955-65.1% | $5,202-60.1% | $5,983-65.3% |
| Admin fee / account holder | $2,678 | $17,078-84.3% | $13,986-80.9% | $11,250-76.2% |