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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 | $38,224 | $150,447-74.6% | $136,298-72.0% | $147,586-74.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.36% | 1049.15%-1026.8pp | 5156.27%-5133.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,890 | $6,631+19.0% | $6,247+26.3% | $5,439+45.1% |
| Admin fee / account holder | $1,109 | $10,906-89.8% | $9,244-88.0% | $10,886-89.8% |