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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 | $143,194 | $101,672+40.8% | $147,117-2.7% | $74,478+92.3% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 16.74% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,352 | $7,305+14.3% | $8,065+3.6% | $4,350+92.0% |
| Admin fee / account holder | $2,824 | $1,753+61.1% | $12,993-78.3% | $1,946+45.1% |