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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 | $34,664 | $150,447-77.0% | $136,298-74.6% | $147,586-76.5% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 20.64% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,729 | $6,631-58.8% | $6,247-56.3% | $5,439-49.8% |
| Admin fee / account holder | $6,436 | $10,906-41.0% | $9,244-30.4% | $10,886-40.9% |