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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 | $87,770 | $154,228-43.1% | $145,433-39.6% | $137,256-36.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 419.88% | 74.59%+345.3pp | 66.58%+353.3pp | 220.34%+199.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30,785 | $8,216+274.7% | $7,897+289.8% | $6,407+380.5% |
| Admin fee / account holder | $61,500 | $14,344+328.8% | $13,129+368.4% | $12,270+401.2% |