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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 | $147,972 | $209,874-29.5% | $189,537-21.9% | $167,536-11.7% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 11.27% | 748.61%-737.3pp | 555.34%-544.1pp | 478.82%-467.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,812 | $8,934-46.1% | $8,220-41.5% | $6,342-24.1% |
| Admin fee / account holder | $44,708 | $14,299+212.7% | $12,048+271.1% | $12,315+263.1% |