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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 | $223,012 | $109,863+103.0% | $98,477+126.5% | $167,518+33.1% |
| Participation rate | 43.8% | 75.8%-32.1pp | 73.3%-29.6pp | 82.1%-38.4pp |
| Annual return | 14.20% | 1958.09%-1943.9pp | 1493.59%-1479.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,425 | $4,673-5.3% | $4,276+3.5% | $6,342-30.2% |
| Admin fee / account holder | $1,103 | $6,755-83.7% | $5,951-81.5% | $12,312-91.0% |