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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 | $39,602 | $150,446-73.7% | $136,297-70.9% | $147,585-73.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 16.70% | 1049.14%-1032.4pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,933 | $6,631+34.7% | $6,247+43.0% | $5,439+64.2% |
| Admin fee / account holder | $6,877 | $10,906-36.9% | $9,244-25.6% | $10,886-36.8% |