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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 | $217,227 | $150,447+44.4% | $136,298+59.4% | $147,586+47.2% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 15.50% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $688 | $5,256-86.9% | $4,696-85.3% | $4,876-85.9% |
| Participant deferral / active EE | $3,607 | $6,631-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $44,854 | $10,906+311.3% | $9,244+385.2% | $10,886+312.0% |