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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 | $140,199 | $101,672+37.9% | $147,117-4.7% | $74,478+88.2% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 13.14% | 8757.83%-8744.7pp | 420.54%-407.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,950 | $7,305-18.5% | $8,065-26.2% | $4,350+36.8% |
| Admin fee / account holder | $8,616 | $1,753+391.5% | $12,993-33.7% | $1,946+342.8% |