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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 | $50,602 | $150,447-66.4% | $136,298-62.9% | $147,586-65.7% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 10.98% | 1049.15%-1038.2pp | 5156.27%-5145.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,024 | $6,631-39.3% | $6,247-35.6% | $5,439-26.0% |
| Admin fee / account holder | $3,403 | $10,906-68.8% | $9,244-63.2% | $10,886-68.7% |