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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 | $76,963 | $88,754-13.3% | $81,820-5.9% | $145,877-47.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 18.51% | 1031.77%-1013.3pp | 777.93%-759.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,875 | $4,648+26.4% | $4,323+35.9% | $6,691-12.2% |
| Admin fee / account holder | $756 | $8,424-91.0% | $7,391-89.8% | $13,402-94.4% |