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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 | $149,429 | $102,595+45.6% | $94,057+58.9% | $154,746-3.4% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 13.47% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,174 | $5,118+176.9% | $4,709+201.0% | $6,730+110.6% |
| Admin fee / account holder | $37,788 | $7,736+388.5% | $7,244+421.6% | $14,365+163.1% |