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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 | $90,089 | $234,190-61.5% | $180,320-50.0% | $198,609-54.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 16.21% | 1057.44%-1041.2pp | 778.54%-762.3pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,074 | $4,988-58.4% | $4,304-51.8% | $6,977-70.3% |
| Admin fee / account holder | $708 | $12,558-94.4% | $10,000-92.9% | $19,030-96.3% |