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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 | $75,146 | $180,749-58.4% | $160,784-53.3% | $137,256-45.3% |
| Participation rate | 31.6% | 80.0%-48.4pp | 77.0%-45.4pp | 80.0%-48.4pp |
| Annual return | 17.86% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,713 | $6,844-45.7% | $6,293-41.0% | $6,407-42.0% |
| Admin fee / account holder | $2,366 | $10,397-77.2% | $9,717-75.6% | $12,270-80.7% |