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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 | $131,638 | $171,867-23.4% | $149,721-12.1% | $147,586-10.8% |
| Participation rate | 54.5% | 88.2%-33.6pp | 87.1%-32.5pp | 82.8%-28.3pp |
| Annual return | 12.27% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,175 | $7,270-42.6% | $6,568-36.4% | $5,439-23.2% |
| Admin fee / account holder | $19,798 | $13,799+43.5% | $11,282+75.5% | $10,886+81.9% |