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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 | $169,237-29.8% | $129,339-8.2% | $145,978-18.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.71% | 14364.43%-14352.7pp | 9437.05%-9425.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,750 | $4,991+35.2% | $4,170+61.9% | $6,690+0.9% |
| Admin fee / account holder | $1,091 | $9,882-89.0% | $7,668-85.8% | $13,400-91.9% |