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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 | $116,074 | $150,446-22.8% | $136,297-14.8% | $147,585-21.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 14.75% | 1049.14%-1034.4pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,181 | $6,631-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $840 | $10,906-92.3% | $9,244-90.9% | $10,886-92.3% |