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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 | $110,642 | $169,237-34.6% | $129,339-14.5% | $145,978-24.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 19.26% | 14364.43%-14345.2pp | 9437.05%-9417.8pp | 550.52%-531.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $606 | $4,991-87.9% | $4,170-85.5% | $6,690-90.9% |
| Admin fee / account holder | $2,339 | $9,882-76.3% | $7,668-69.5% | $13,400-82.5% |