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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 | $93,085 | $185,225-49.7% | $142,898-34.9% | $167,536-44.4% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 11.26% | 8558.12%-8546.9pp | 5639.64%-5628.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,764 | $4,496+28.2% | $3,838+50.2% | $6,342-9.1% |
| Admin fee / account holder | $15,987 | $8,032+99.0% | $6,560+143.7% | $12,315+29.8% |