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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 | $118,768 | $169,161-29.8% | $129,295-8.1% | $145,959-18.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.71% | 14348.07%-14336.4pp | 9429.28%-9417.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,750 | $4,989+35.3% | $4,169+61.9% | $6,689+0.9% |
| Admin fee / account holder | $1,091 | $9,878-89.0% | $7,665-85.8% | $13,398-91.9% |