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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 | $100,122 | $209,422-52.2% | $178,503-43.9% | $158,982-37.0% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 17.25% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,414 | $5,955+108.5% | $5,202+138.6% | $5,983+107.5% |
| Admin fee / account holder | $1,369 | $17,079-92.0% | $13,987-90.2% | $11,252-87.8% |