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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 | $223,865 | $150,447+48.8% | $136,298+64.2% | $147,586+51.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 11.31% | 1049.15%-1037.8pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,750 | $6,631+32.0% | $6,247+40.1% | $5,439+60.9% |
| Admin fee / account holder | $71,054 | $10,906+551.5% | $9,244+668.7% | $10,886+552.7% |