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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 | $107,325 | $150,447-28.7% | $136,298-21.3% | $147,586-27.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.14% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,088 | $6,631+22.0% | $6,247+29.5% | $5,439+48.7% |
| Admin fee / account holder | $2,312 | $10,906-78.8% | $9,244-75.0% | $10,886-78.8% |