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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 | $95,703 | $185,225-48.3% | $142,898-33.0% | $167,536-42.9% |
| Participation rate | 40.0% | 78.5%-38.5pp | 72.0%-32.0pp | 82.1%-42.1pp |
| Annual return | 19.74% | 8558.12%-8538.4pp | 5639.64%-5619.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,738 | $4,496+27.6% | $3,838+49.5% | $6,342-9.5% |
| Admin fee / account holder | $1,338 | $8,032-83.3% | $6,560-79.6% | $12,315-89.1% |