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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 | $80,237 | $157,276-49.0% | $141,177-43.2% | $152,885-47.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 1603.77% | 64.33%+1539.4pp | 71.40%+1532.4pp | 345.39%+1258.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,516 | $7,110+62.0% | $6,710+71.6% | $5,851+96.8% |
| Admin fee / account holder | $1,739 | $12,123-85.7% | $10,263-83.1% | $11,598-85.0% |