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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 | $133,774 | $124,187+7.7% | $108,410+23.4% | $167,518-20.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 19.13% | 1379.80%-1360.7pp | 905.34%-886.2pp | 478.71%-459.6pp |
| Employer contribution / active EE | $473 | $4,187-88.7% | $3,558-86.7% | $4,838-90.2% |
| Participant deferral / active EE | $3,081 | $6,908-55.4% | $6,562-53.1% | $6,342-51.4% |
| Admin fee / account holder | $1,650 | $9,456-82.5% | $7,296-77.4% | $12,312-86.6% |