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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 | $41,025 | $180,749-77.3% | $160,784-74.5% | $137,256-70.1% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 13.74% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,236 | $6,844-81.9% | $6,293-80.4% | $6,407-80.7% |
| Admin fee / account holder | $443 | $10,397-95.7% | $9,717-95.4% | $12,270-96.4% |