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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 | $36,195 | $198,457-81.8% | $170,435-78.8% | $147,586-75.5% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | 14.43% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,134 | $5,629-62.1% | $4,939-56.8% | $5,439-60.8% |
| Admin fee / account holder | $7,717 | $16,852-54.2% | $13,881-44.4% | $10,886-29.1% |