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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 | $101,591+41.0% | $147,096-2.7% | $74,429+92.4% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 16.74% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,352 | $7,302+14.4% | $8,071+3.5% | $4,348+92.1% |
| Admin fee / account holder | $2,824 | $1,750+61.4% | $13,005-78.3% | $1,944+45.3% |