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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 | $63,093 | $150,447-58.1% | $136,298-53.7% | $147,586-57.3% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 17.62% | 1049.15%-1031.5pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,633 | $6,6310% | $6,247+6.2% | $5,439+22.0% |
| Admin fee / account holder | $1,000 | $10,906-90.8% | $9,244-89.2% | $10,886-90.8% |