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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 | $132,489 | $150,447-11.9% | $136,298-2.8% | $147,586-10.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.57% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,093 | $6,631-53.3% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $16,202 | $10,906+48.6% | $9,244+75.3% | $10,886+48.8% |