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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 | $152,528 | $150,447+1.4% | $136,298+11.9% | $147,586+3.3% |
| Participation rate | 60.9% | 84.4%-23.6pp | 81.9%-21.1pp | 82.8%-22.0pp |
| Annual return | 14.39% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,398 | $6,631-33.7% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $7,796 | $10,906-28.5% | $9,244-15.7% | $10,886-28.4% |