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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 | $67,565 | $169,336-60.1% | $129,384-47.8% | $145,884-53.7% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | 9.81% | 14408.70%-14398.9pp | 9461.77%-9452.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,205 | $4,985-55.8% | $4,166-47.1% | $6,690-67.0% |
| Admin fee / account holder | $2,222 | $9,912-77.6% | $7,686-71.1% | $13,392-83.4% |