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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 | $53,423 | $171,867-68.9% | $149,721-64.3% | $147,586-63.8% |
| Participation rate | 35.0% | 88.2%-53.2pp | 87.1%-52.1pp | 82.8%-47.8pp |
| Annual return | 12.89% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,751 | $7,270-62.2% | $6,568-58.1% | $5,439-49.4% |
| Admin fee / account holder | $1,511 | $13,799-89.0% | $11,282-86.6% | $10,886-86.1% |