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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 | $110,491 | $180,749-38.9% | $160,784-31.3% | $137,256-19.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 12.13% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,212 | $6,844-67.7% | $6,293-64.9% | $6,407-65.5% |
| Admin fee / account holder | $5,230 | $10,397-49.7% | $9,717-46.2% | $12,270-57.4% |