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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 | $154,583 | $171,865-10.1% | $149,718+3.2% | $147,585+4.7% |
| Participation rate | 43.8% | 88.2%-44.4pp | 87.1%-43.3pp | 82.8%-39.1pp |
| Annual return | 23.82% | 2113.29%-2089.5pp | 1501.67%-1477.8pp | 578.56%-554.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,614 | $7,270-22.8% | $6,569-14.5% | $5,439+3.2% |
| Admin fee / account holder | $5,150 | $13,799-62.7% | $11,283-54.4% | $10,885-52.7% |