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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 | $98,229 | $176,688-44.4% | $130,660-24.8% | $152,897-35.8% |
| Participation rate | 41.7% | 79.0%-37.3pp | 71.7%-30.1pp | 82.5%-40.8pp |
| Annual return | 14.71% | 2693.08%-2678.4pp | 1709.29%-1694.6pp | 345.43%-330.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $983 | $4,362-77.5% | $3,603-72.7% | $5,851-83.2% |
| Admin fee / account holder | $1,847 | $7,131-74.1% | $5,463-66.2% | $11,599-84.1% |