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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 | $91,576 | $185,225-50.6% | $142,898-35.9% | $167,536-45.3% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 11.08% | 8558.12%-8547.0pp | 5639.64%-5628.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,341 | $4,496-25.7% | $3,838-13.0% | $6,342-47.3% |
| Admin fee / account holder | $312 | $8,032-96.1% | $6,560-95.3% | $12,315-97.5% |