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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 | $196,174 | $150,447+30.4% | $136,298+43.9% | $147,586+32.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.29% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,245 | $6,631-66.1% | $6,247-64.1% | $5,439-58.7% |
| Admin fee / account holder | $6,833 | $10,906-37.3% | $9,244-26.1% | $10,886-37.2% |