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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 | $73,397 | $114,130-35.7% | $96,192-23.7% | $167,553-56.2% |
| Participation rate | 68.4% | 75.1%-6.6pp | 68.4%0pp | 82.1%-13.7pp |
| Annual return | 19.41% | 190.07%-170.7pp | 192.09%-172.7pp | 478.89%-459.5pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,878 | $5,198+13.1% | $4,351+35.1% | $6,343-7.3% |
| Admin fee / account holder | $1,082 | $6,901-84.3% | $5,539-80.5% | $12,316-91.2% |