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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 | $182,997 | $127,386+43.7% | $115,037+59.1% | $125,393+45.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 158.01% | 31.28%+126.7pp | 26.14%+131.9pp | 282.23%-124.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,022 | $6,423+9.3% | $6,026+16.5% | $5,351+31.2% |
| Admin fee / account holder | $20,188 | $9,516+112.1% | $8,175+146.9% | $9,541+111.6% |