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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 | $169,161-34.6% | $129,295-14.4% | $145,959-24.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 19.26% | 14348.07%-14328.8pp | 9429.28%-9410.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $606 | $4,989-87.9% | $4,169-85.5% | $6,689-90.9% |
| Admin fee / account holder | $2,339 | $9,878-76.3% | $7,665-69.5% | $13,398-82.5% |