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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 | $64,550 | $150,447-57.1% | $136,298-52.6% | $147,586-56.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 15.66% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,355 | $6,631+86.3% | $6,247+97.8% | $5,439+127.2% |
| Admin fee / account holder | $839 | $10,906-92.3% | $9,244-90.9% | $10,886-92.3% |