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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 | $59,612 | $150,446-60.4% | $136,297-56.3% | $147,585-59.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.96% | 1049.14%-1032.2pp | 5156.19%-5139.2pp | 578.58%-561.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,169 | $6,631-37.1% | $6,247-33.3% | $5,439-23.3% |
| Admin fee / account holder | $8,873 | $10,906-18.6% | $9,244-4.0% | $10,886-18.5% |