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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 | $133,061 | $171,867-22.6% | $149,721-11.1% | $147,586-9.8% |
| Participation rate | 61.9% | 88.2%-26.3pp | 87.1%-25.2pp | 82.8%-20.9pp |
| Annual return | 14.81% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,659 | $7,270-63.4% | $6,568-59.5% | $5,439-51.1% |
| Admin fee / account holder | $10,550 | $13,799-23.5% | $11,282-6.5% | $10,886-3.1% |