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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 | $54,850 | $100,938-45.7% | $90,461-39.4% | $158,982-65.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 22.25% | 1727.20%-1705.0pp | 1294.76%-1272.5pp | 302.99%-280.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,246 | $4,350+20.6% | $3,964+32.3% | $5,983-12.3% |
| Admin fee / account holder | $2,662 | $6,510-59.1% | $5,617-52.6% | $11,252-76.3% |