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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 | $126,871 | $209,847-39.5% | $189,520-33.1% | $167,518-24.3% |
| Participation rate | 41.7% | 88.7%-47.0pp | 87.8%-46.1pp | 82.1%-40.4pp |
| Annual return | 22.63% | 748.45%-725.8pp | 555.25%-532.6pp | 478.71%-456.1pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,365 | $8,934-17.6% | $8,220-10.4% | $6,342+16.1% |
| Admin fee / account holder | $5,236 | $14,295-63.4% | $12,046-56.5% | $12,312-57.5% |