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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 | $132,431 | $171,867-22.9% | $149,721-11.5% | $147,586-10.3% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 18.82% | 2113.36%-2094.5pp | 1501.67%-1482.8pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,450 | $7,270-52.5% | $6,568-47.5% | $5,439-36.6% |
| Admin fee / account holder | $12,753 | $13,799-7.6% | $11,282+13.0% | $10,886+17.2% |