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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 | $142,012 | $150,447-5.6% | $136,298+4.2% | $147,586-3.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.87% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $616 | $5,256-88.3% | $4,696-86.9% | $4,876-87.4% |
| Participant deferral / active EE | $3,404 | $6,631-48.7% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $18,602 | $10,906+70.6% | $9,244+101.2% | $10,886+70.9% |