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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 | $28,244 | $150,446-81.2% | $136,297-79.3% | $147,585-80.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.04% | 1049.14%-1035.1pp | 5156.19%-5142.2pp | 578.58%-564.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,314 | $6,631-65.1% | $6,247-63.0% | $5,439-57.5% |
| Admin fee / account holder | $3,981 | $10,906-63.5% | $9,244-56.9% | $10,886-63.4% |