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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 | $50,132 | $150,446-66.7% | $136,297-63.2% | $147,585-66.0% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 14.48% | 1049.14%-1034.7pp | 5156.19%-5141.7pp | 578.58%-564.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,777 | $6,631+2.2% | $6,247+8.5% | $5,439+24.6% |
| Admin fee / account holder | $12,681 | $10,906+16.3% | $9,244+37.2% | $10,886+16.5% |