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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 | $200,587 | $88,754+126.0% | $81,820+145.2% | $145,877+37.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 24.10% | 1031.77%-1007.7pp | 777.93%-753.8pp | 551.28%-527.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $4,648+147.4% | $4,323+166.0% | $6,691+71.9% |
| Admin fee / account holder | $2,320 | $8,424-72.5% | $7,391-68.6% | $13,402-82.7% |