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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 | $70,007 | $124,175-43.6% | $108,405-35.4% | $167,536-58.2% |
| Participation rate | 52.2% | 82.3%-30.1pp | 80.1%-28.0pp | 82.1%-29.9pp |
| Annual return | 13.41% | 1380.13%-1366.7pp | 905.55%-892.1pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,529 | $6,908-34.4% | $6,563-31.0% | $6,342-28.6% |
| Admin fee / account holder | $6,966 | $9,457-26.3% | $7,297-4.5% | $12,315-43.4% |