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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 | $119,327 | $185,199-35.6% | $142,874-16.5% | $167,518-28.8% |
| Participation rate | 38.5% | 78.5%-40.0pp | 72.0%-33.5pp | 82.1%-43.6pp |
| Annual return | 7.79% | 8556.90%-8549.1pp | 5638.58%-5630.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,652 | $4,495+3.5% | $3,838+21.2% | $6,342-26.7% |
| Admin fee / account holder | $87,269 | $8,031+986.6% | $6,561+1230.1% | $12,312+608.8% |