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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 | $231,313 | $150,446+53.8% | $136,297+69.7% | $147,585+56.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.62% | 1049.14%-1030.5pp | 5156.19%-5137.6pp | 578.58%-560.0pp |
| Employer contribution / active EE | $357 | $5,256-93.2% | $4,696-92.4% | $4,876-92.7% |
| Participant deferral / active EE | $5,279 | $6,631-20.4% | $6,247-15.5% | $5,439-2.9% |
| Admin fee / account holder | $13,207 | $10,906+21.1% | $9,244+42.9% | $10,886+21.3% |