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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 | $105,812 | $150,447-29.7% | $136,298-22.4% | $147,586-28.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.47% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,237 | $6,631+9.1% | $6,247+15.8% | $5,439+33.1% |
| Admin fee / account holder | $29,571 | $10,906+171.1% | $9,244+219.9% | $10,886+171.7% |