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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 | $39,496 | $150,447-73.7% | $136,298-71.0% | $147,586-73.2% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 17.94% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,398 | $6,631-63.8% | $6,247-61.6% | $5,439-55.9% |
| Admin fee / account holder | $5,497 | $10,906-49.6% | $9,244-40.5% | $10,886-49.5% |