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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 | $134,413 | $209,874-36.0% | $189,537-29.1% | $167,536-19.8% |
| Participation rate | 41.7% | 88.7%-47.0pp | 87.8%-46.1pp | 82.1%-40.4pp |
| Annual return | 14.50% | 748.61%-734.1pp | 555.34%-540.8pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,172 | $6,913-83.0% | $6,161-81.0% | $4,839-75.8% |
| Participant deferral / active EE | $5,364 | $8,934-40.0% | $8,220-34.7% | $6,342-15.4% |
| Admin fee / account holder | $40,556 | $14,299+183.6% | $12,048+236.6% | $12,315+229.3% |