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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 | $99,099 | $185,225-46.5% | $142,898-30.7% | $167,553-40.9% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 18.45% | 8558.12%-8539.7pp | 5639.64%-5621.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,307 | $4,496-26.4% | $3,838-13.9% | $6,343-47.9% |
| Admin fee / account holder | $520 | $8,032-93.5% | $6,560-92.1% | $12,316-95.8% |