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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 | $160,071 | $76,522+109.2% | $56,033+185.7% | $145,884+9.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 11.25% | 3014.28%-3003.0pp | 1711.38%-1700.1pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,153 | $2,624+20.1% | $1,954+61.3% | $6,690-52.9% |
| Admin fee / account holder | $663 | $3,328-80.1% | $2,827-76.5% | $13,392-95.0% |