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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 | $132,916 | $150,446-11.7% | $136,297-2.5% | $147,585-9.9% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 21.33% | 1049.14%-1027.8pp | 5156.19%-5134.9pp | 578.58%-557.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,991 | $6,631-24.7% | $6,247-20.1% | $5,439-8.2% |
| Admin fee / account holder | $399 | $10,906-96.3% | $9,244-95.7% | $10,886-96.3% |