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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 | $62,764 | $180,749-65.3% | $160,784-61.0% | $137,256-54.3% |
| Participation rate | 53.3% | 80.0%-26.6pp | 77.0%-23.6pp | 80.0%-26.6pp |
| Annual return | 16.00% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,982 | $6,844-27.2% | $6,293-20.8% | $6,407-22.2% |
| Admin fee / account holder | $835 | $10,397-92.0% | $9,717-91.4% | $12,270-93.2% |