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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 | $29,077 | $150,447-80.7% | $136,298-78.7% | $147,586-80.3% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 24.98% | 1049.15%-1024.2pp | 5156.27%-5131.3pp | 578.59%-553.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,517 | $6,631-62.0% | $6,247-59.7% | $5,439-53.7% |
| Admin fee / account holder | $11,825 | $10,906+8.4% | $9,244+27.9% | $10,886+8.6% |