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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 | $123,300 | $169,356-27.2% | $129,406-4.7% | $145,897-15.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 17.49% | 14418.62%-14401.1pp | 9468.18%-9450.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $837 | $4,987-83.2% | $4,167-79.9% | $6,689-87.5% |
| Admin fee / account holder | $392 | $9,915-96.0% | $7,689-94.9% | $13,390-97.1% |