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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 | $184,853 | $150,445+22.9% | $136,297+35.6% | $147,585+25.3% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 14.86% | 1049.14%-1034.3pp | 5156.16%-5141.3pp | 578.57%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,088 | $6,631+22.0% | $6,247+29.5% | $5,439+48.7% |
| Admin fee / account holder | $895 | $10,906-91.8% | $9,244-90.3% | $10,885-91.8% |