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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 | $33,019 | $150,447-78.1% | $136,298-75.8% | $147,586-77.6% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 31.06% | 1049.15%-1018.1pp | 5156.27%-5125.2pp | 578.59%-547.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,715 | $6,631-59.1% | $6,247-56.5% | $5,439-50.1% |
| Admin fee / account holder | $2,381 | $10,906-78.2% | $9,244-74.2% | $10,886-78.1% |