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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 | $139,356 | $150,447-7.4% | $136,298+2.2% | $147,586-5.6% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 18.73% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,519 | $6,631+13.4% | $6,247+20.4% | $5,439+38.2% |
| Admin fee / account holder | $21,124 | $10,906+93.7% | $9,244+128.5% | $10,886+94.0% |