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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 | $64,915 | $150,447-56.9% | $136,298-52.4% | $147,586-56.0% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 15.01% | 1049.15%-1034.1pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,404 | $6,631-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $1,319 | $10,906-87.9% | $9,244-85.7% | $10,886-87.9% |