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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 | $88,446 | $150,447-41.2% | $136,298-35.1% | $147,586-40.1% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 19.84% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,788 | $6,631-12.7% | $6,247-7.3% | $5,439+6.4% |
| Admin fee / account holder | $8,136 | $10,906-25.4% | $9,244-12.0% | $10,886-25.3% |