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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 | $135,494 | $169,336-20.0% | $129,384+4.7% | $145,884-7.1% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.5pp | 80.3%-39.1pp |
| Annual return | 14.17% | 14408.70%-14394.5pp | 9461.77%-9447.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,273 | $4,985-54.4% | $4,166-45.4% | $6,690-66.0% |
| Admin fee / account holder | $6,073 | $9,912-38.7% | $7,686-21.0% | $13,392-54.6% |