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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 | $169,648 | $180,749-6.1% | $160,784+5.5% | $137,256+23.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 13.06% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,272 | $6,844-23.0% | $6,293-16.2% | $6,407-17.7% |
| Admin fee / account holder | $26,393 | $10,397+153.9% | $9,717+171.6% | $12,270+115.1% |