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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 | $57,343 | $150,442-61.9% | $136,295-57.9% | $147,585-61.1% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 16.31% | 1049.09%-1032.8pp | 5155.97%-5139.7pp | 578.56%-562.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,516 | $6,630-62.1% | $6,247-59.7% | $5,439-53.7% |
| Admin fee / account holder | $426 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |