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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 | $147,589 | $176,077-16.2% | $159,455-7.4% | $167,518-11.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.33% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,447 | $7,751-29.7% | $7,353-25.9% | $6,342-14.1% |
| Admin fee / account holder | $48,702 | $12,556+287.9% | $10,800+350.9% | $12,312+295.6% |