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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 | $104,445 | $150,446-30.6% | $136,297-23.4% | $147,585-29.2% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 22.55% | 1049.14%-1026.6pp | 5156.19%-5133.6pp | 578.58%-556.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,522 | $6,631-31.8% | $6,247-27.6% | $5,439-16.9% |
| Admin fee / account holder | $1,686 | $10,906-84.5% | $9,244-81.8% | $10,886-84.5% |