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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 | $51,308 | $150,442-65.9% | $136,295-62.4% | $147,585-65.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 30.66% | 1049.09%-1018.4pp | 5155.97%-5125.3pp | 578.56%-547.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,069 | $6,630-53.7% | $6,247-50.9% | $5,439-43.6% |
| Admin fee / account holder | $339 | $10,905-96.9% | $9,243-96.3% | $10,885-96.9% |