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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 | $41,619 | $180,749-77.0% | $160,784-74.1% | $137,256-69.7% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 12.03% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,631 | $6,844-61.6% | $6,293-58.2% | $6,407-58.9% |
| Admin fee / account holder | $378 | $10,397-96.4% | $9,717-96.1% | $12,270-96.9% |