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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 | $115,207 | $124,175-7.2% | $108,405+6.3% | $167,536-31.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 21.64% | 1380.13%-1358.5pp | 905.55%-883.9pp | 478.82%-457.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,078 | $6,908+45.9% | $6,563+53.6% | $6,342+58.9% |
| Admin fee / account holder | $26,167 | $9,457+176.7% | $7,297+258.6% | $12,315+112.5% |