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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 | $176,829 | $150,447+17.5% | $136,298+29.7% | $147,586+19.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.19% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $267 | $5,256-94.9% | $4,696-94.3% | $4,876-94.5% |
| Participant deferral / active EE | $5,266 | $6,631-20.6% | $6,247-15.7% | $5,439-3.2% |
| Admin fee / account holder | $20,688 | $10,906+89.7% | $9,244+123.8% | $10,886+90.0% |