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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 | $43,141 | $150,447-71.3% | $136,298-68.3% | $147,586-70.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.63% | 1049.15%-1027.5pp | 5156.27%-5134.6pp | 578.59%-557.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,008 | $6,631-24.5% | $6,247-19.8% | $5,439-7.9% |
| Admin fee / account holder | $531 | $10,906-95.1% | $9,244-94.3% | $10,886-95.1% |