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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 | $48,488 | $150,447-67.8% | $136,298-64.4% | $147,586-67.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.72% | 1049.15%-1034.4pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,963 | $6,631-10.1% | $6,247-4.5% | $5,439+9.6% |
| Admin fee / account holder | $634 | $10,906-94.2% | $9,244-93.1% | $10,886-94.2% |