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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 | $57,277 | $150,447-61.9% | $136,298-58.0% | $147,586-61.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 23.13% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,155 | $6,631-7.2% | $6,247-1.5% | $5,439+13.2% |
| Admin fee / account holder | $409 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |