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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 | $101,591+38.0% | $147,096-4.7% | $74,429+88.4% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 13.14% | 8746.45%-8733.3pp | 419.75%-406.6pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,950 | $7,302-18.5% | $8,071-26.3% | $4,348+36.8% |
| Admin fee / account holder | $8,616 | $1,750+392.3% | $13,005-33.7% | $1,944+343.1% |