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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 | $42,061 | $150,446-72.0% | $136,297-69.1% | $147,585-71.5% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 20.82% | 1049.14%-1028.3pp | 5156.19%-5135.4pp | 578.58%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,117 | $6,631-68.1% | $6,247-66.1% | $5,439-61.1% |
| Admin fee / account holder | $7,286 | $10,906-33.2% | $9,244-21.2% | $10,886-33.1% |