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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 | $67,775 | $150,442-54.9% | $136,295-50.3% | $147,585-54.1% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 18.01% | 1049.09%-1031.1pp | 5155.97%-5138.0pp | 578.56%-560.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,006 | $6,630-54.7% | $6,247-51.9% | $5,439-44.7% |
| Admin fee / account holder | $4,618 | $10,905-57.7% | $9,243-50.0% | $10,885-57.6% |