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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 | $149,521 | $180,749-17.3% | $160,784-7.0% | $137,256+8.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 13.11% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $338 | $4,155-91.9% | $3,733-90.9% | $4,156-91.9% |
| Participant deferral / active EE | $3,403 | $6,844-50.3% | $6,293-45.9% | $6,407-46.9% |
| Admin fee / account holder | $41,681 | $10,397+300.9% | $9,717+328.9% | $12,270+239.7% |