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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 | $112,653 | $100,911+11.6% | $90,440+24.6% | $158,966-29.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 20.84% | 1726.62%-1705.8pp | 1294.38%-1273.5pp | 302.95%-282.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,020 | $4,348-30.6% | $3,964-23.8% | $5,983-49.5% |
| Admin fee / account holder | $734 | $6,507-88.7% | $5,615-86.9% | $11,250-93.5% |