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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 | $43,278 | $150,445-71.2% | $136,297-68.2% | $147,585-70.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 17.29% | 1049.14%-1031.8pp | 5156.16%-5138.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,460 | $6,631-32.7% | $6,247-28.6% | $5,439-18.0% |
| Admin fee / account holder | $1,135 | $10,906-89.6% | $9,244-87.7% | $10,885-89.6% |