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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 | $51,286 | $185,883-72.4% | $170,043-69.8% | $139,466-63.2% |
| Participation rate | 59.1% | 87.8%-28.7pp | 87.0%-27.9pp | 80.3%-21.2pp |
| Annual return | 1060.70% | 60.54%+1000.2pp | 53.40%+1007.3pp | 373.66%+687.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,189 | $11,626-46.8% | $10,410-40.5% | $6,712-7.8% |
| Admin fee / account holder | $660 | $15,393-95.7% | $12,824-94.9% | $11,409-94.2% |