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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 | $61,581 | $150,445-59.1% | $136,297-54.8% | $147,585-58.3% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 14.19% | 1049.14%-1034.9pp | 5156.16%-5142.0pp | 578.57%-564.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,327 | $6,631-19.7% | $6,247-14.7% | $5,439-2.1% |
| Admin fee / account holder | $1,306 | $10,906-88.0% | $9,244-85.9% | $10,885-88.0% |