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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 | $142,745 | $150,447-5.1% | $136,298+4.7% | $147,586-3.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.35% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $319 | $5,256-93.9% | $4,696-93.2% | $4,876-93.5% |
| Participant deferral / active EE | $3,160 | $6,631-52.3% | $6,247-49.4% | $5,439-41.9% |
| Admin fee / account holder | $2,844 | $10,906-73.9% | $9,244-69.2% | $10,886-73.9% |