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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 | $33,778 | $150,445-77.5% | $136,297-75.2% | $147,585-77.1% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.31% | 1049.14%-1028.8pp | 5156.16%-5135.8pp | 578.57%-558.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,291 | $6,631-5.1% | $6,247+0.7% | $5,439+15.7% |
| Admin fee / account holder | $1,340 | $10,906-87.7% | $9,244-85.5% | $10,885-87.7% |