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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 | $173,500 | $180,462-3.9% | $154,111+12.6% | $135,379+28.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 1160.03% | 888.17%+271.9pp | 735.18%+424.9pp | 519.79%+640.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,188 | $5,806+23.8% | $5,081+41.5% | $5,609+28.1% |
| Admin fee / account holder | $867 | $16,145-94.6% | $13,411-93.5% | $10,828-92.0% |