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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 | $94,962 | $150,447-36.9% | $136,298-30.3% | $147,586-35.7% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 12.99% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,760 | $6,631-58.4% | $6,247-55.8% | $5,439-49.3% |
| Admin fee / account holder | $28,140 | $10,906+158.0% | $9,244+204.4% | $10,886+158.5% |