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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 | $53,262 | $202,342-73.7% | $172,752-69.2% | $152,897-65.2% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 18.68% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,528 | $5,948-23.9% | $5,198-12.9% | $5,851-22.6% |
| Admin fee / account holder | $1,859 | $17,111-89.1% | $13,955-86.7% | $11,599-84.0% |