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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 | $35,798 | $150,447-76.2% | $136,298-73.7% | $147,586-75.7% |
| Participation rate | 15.0% | 84.4%-69.4pp | 81.9%-66.9pp | 82.8%-67.8pp |
| Annual return | 15.12% | 1049.15%-1034.0pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,036 | $6,631-24.1% | $6,247-19.4% | $5,439-7.4% |
| Admin fee / account holder | $7,950 | $10,906-27.1% | $9,244-14.0% | $10,886-27.0% |