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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 | $73,526 | $150,447-51.1% | $136,298-46.1% | $147,586-50.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.34% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,133 | $6,631-67.8% | $6,247-65.9% | $5,439-60.8% |
| Admin fee / account holder | $1,238 | $10,906-88.7% | $9,244-86.6% | $10,886-88.6% |