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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 | $132,448 | $150,447-12.0% | $136,298-2.8% | $147,586-10.3% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 20.32% | 1049.15%-1028.8pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,237 | $6,631-66.3% | $6,247-64.2% | $5,439-58.9% |
| Admin fee / account holder | $11,798 | $10,906+8.2% | $9,244+27.6% | $10,886+8.4% |