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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 | $180,678 | $88,778+103.5% | $81,844+120.8% | $145,884+23.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 11.43% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,455 | $4,648+81.9% | $4,323+95.6% | $6,690+26.4% |
| Admin fee / account holder | $641 | $8,430-92.4% | $7,355-91.3% | $13,392-95.2% |