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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 | $112,408 | $176,688-36.4% | $130,660-14.0% | $152,909-26.5% |
| Participation rate | 43.8% | 79.0%-35.2pp | 71.7%-28.0pp | 82.5%-38.7pp |
| Annual return | 27.17% | 2693.08%-2665.9pp | 1709.29%-1682.1pp | 345.46%-318.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,783 | $4,362+9.7% | $3,603+32.8% | $5,851-18.3% |
| Admin fee / account holder | $2,198 | $7,131-69.2% | $5,463-59.8% | $11,601-81.1% |