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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 | $156,398-43.9% | $147,318-40.4% | $138,895-36.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 419.88% | 78.75%+341.1pp | 70.43%+349.4pp | 145.39%+274.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $30,785 | $8,237+273.7% | $7,906+289.4% | $6,396+381.3% |
| Admin fee / account holder | $61,500 | $14,976+310.7% | $13,708+348.7% | $12,562+389.6% |