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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 | $39,780 | $183,978-78.4% | $162,171-75.5% | $152,885-74.0% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 30.98% | 150.78%-119.8pp | 115.60%-84.6pp | 345.39%-314.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,556 | $8,033-55.7% | $7,297-51.3% | $5,851-39.2% |
| Admin fee / account holder | $400 | $13,122-97.0% | $10,843-96.3% | $11,598-96.6% |