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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 | $119,748 | $180,749-33.7% | $160,784-25.5% | $137,256-12.8% |
| Participation rate | 43.5% | 80.0%-36.5pp | 77.0%-33.5pp | 80.0%-36.5pp |
| Annual return | 12.37% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $70 | $4,155-98.3% | $3,733-98.1% | $4,156-98.3% |
| Participant deferral / active EE | $4,421 | $6,844-35.4% | $6,293-29.7% | $6,407-31.0% |
| Admin fee / account holder | $17,615 | $10,397+69.4% | $9,717+81.3% | $12,270+43.6% |