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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 | $96,066 | $150,445-36.1% | $136,297-29.5% | $147,585-34.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.29% | 1049.14%-1026.8pp | 5156.16%-5133.9pp | 578.57%-556.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,677 | $6,631-14.4% | $6,247-9.1% | $5,439+4.4% |
| Admin fee / account holder | $5,840 | $10,906-46.5% | $9,244-36.8% | $10,885-46.4% |