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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 | $218,242 | $150,447+45.1% | $136,298+60.1% | $147,586+47.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 19.01% | 1049.15%-1030.1pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,942 | $6,631+34.9% | $6,247+43.1% | $5,439+64.4% |
| Admin fee / account holder | $457 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |