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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 | $117,840 | $171,867-31.4% | $149,721-21.3% | $147,586-20.2% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 16.60% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,037 | $7,270-3.2% | $6,568+7.1% | $5,439+29.4% |
| Admin fee / account holder | $8,443 | $13,799-38.8% | $11,282-25.2% | $10,886-22.4% |