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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 | $88,374 | $169,356-47.8% | $129,406-31.7% | $145,897-39.4% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | 23.17% | 14418.62%-14395.4pp | 9468.18%-9445.0pp | 552.29%-529.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $944 | $4,987-81.1% | $4,167-77.4% | $6,689-85.9% |
| Admin fee / account holder | $460 | $9,915-95.4% | $7,689-94.0% | $13,390-96.6% |