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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 | $152,614 | $169,336-9.9% | $129,384+18.0% | $145,884+4.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 12.18% | 14408.70%-14396.5pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $975 | $4,985-80.4% | $4,166-76.6% | $6,690-85.4% |
| Admin fee / account holder | $6,594 | $9,912-33.5% | $7,686-14.2% | $13,392-50.8% |