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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 | $154,311 | $171,867-10.2% | $149,721+3.1% | $147,586+4.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.26% | 2113.36%-2091.1pp | 1501.67%-1479.4pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,118 | $6,275-82.2% | $5,444-79.5% | $4,876-77.1% |
| Participant deferral / active EE | $7,000 | $7,270-3.7% | $6,568+6.6% | $5,439+28.7% |
| Admin fee / account holder | $7,699 | $13,799-44.2% | $11,282-31.8% | $10,886-29.3% |