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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 | $149,203 | $180,749-17.5% | $160,784-7.2% | $137,256+8.7% |
| Participation rate | 57.9% | 80.0%-22.1pp | 77.0%-19.1pp | 80.0%-22.1pp |
| Annual return | 15.41% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,346 | $6,844-51.1% | $6,293-46.8% | $6,407-47.8% |
| Admin fee / account holder | $20,336 | $10,397+95.6% | $9,717+109.3% | $12,270+65.7% |