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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 | $115,671 | $180,749-36.0% | $160,784-28.1% | $137,256-15.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 13.40% | 2234.46%-2221.1pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,529 | $6,844-48.4% | $6,293-43.9% | $6,407-44.9% |
| Admin fee / account holder | $7,265 | $10,397-30.1% | $9,717-25.2% | $12,270-40.8% |