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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 | $169,356-34.7% | $129,406-14.5% | $145,897-24.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 19.26% | 14418.62%-14399.4pp | 9468.18%-9448.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $606 | $4,987-87.8% | $4,167-85.5% | $6,689-90.9% |
| Admin fee / account holder | $2,339 | $9,915-76.4% | $7,689-69.6% | $13,390-82.5% |