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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 | $56,699 | $150,447-62.3% | $136,298-58.4% | $147,586-61.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 27.33% | 1049.15%-1021.8pp | 5156.27%-5128.9pp | 578.59%-551.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,944 | $6,631-55.6% | $6,247-52.9% | $5,439-45.9% |
| Admin fee / account holder | $2,778 | $10,906-74.5% | $9,244-70.0% | $10,886-74.5% |