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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 | $78,103 | $184,000-57.6% | $162,185-51.8% | $152,909-48.9% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.6%-34.6pp | 82.5%-29.5pp |
| Annual return | 28.47% | 150.80%-122.3pp | 115.61%-87.1pp | 345.46%-317.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,841 | $8,033-27.3% | $7,297-19.9% | $5,851-0.2% |
| Admin fee / account holder | $863 | $13,124-93.4% | $10,844-92.0% | $11,601-92.6% |