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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 | $155,360 | $150,442+3.3% | $136,295+14.0% | $147,585+5.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.76% | 1049.09%-1032.3pp | 5155.97%-5139.2pp | 578.56%-561.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,257 | $6,630+24.5% | $6,247+32.2% | $5,439+51.8% |
| Admin fee / account holder | $332 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |