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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 | $106,069 | $156,963-32.4% | $121,204-12.5% | $139,466-23.9% |
| Participation rate | 18.2% | 76.5%-58.3pp | 69.5%-51.4pp | 80.3%-62.2pp |
| Annual return | 14.13% | 1476.75%-1462.6pp | 987.18%-973.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $473 | $4,848-90.2% | $4,083-88.4% | $6,712-93.0% |
| Admin fee / account holder | $1,176 | $6,953-83.1% | $5,651-79.2% | $11,409-89.7% |