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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 | $161,231 | $150,442+7.2% | $136,295+18.3% | $147,585+9.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 12.95% | 1049.09%-1036.1pp | 5155.97%-5143.0pp | 578.56%-565.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,333 | $6,630-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $2,497 | $10,905-77.1% | $9,243-73.0% | $10,885-77.1% |