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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 | $69,365 | $209,874-66.9% | $189,537-63.4% | $167,536-58.6% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 20.09% | 748.61%-728.5pp | 555.34%-535.2pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,085 | $8,934-31.9% | $8,220-26.0% | $6,342-4.0% |
| Admin fee / account holder | $18,869 | $14,299+32.0% | $12,048+56.6% | $12,315+53.2% |