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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 | $183,066 | $173,397+5.6% | $135,987+34.6% | $145,877+25.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.18% | 1166.18%-1155.0pp | 580.01%-568.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,874 | $8,710-9.6% | $7,027+12.1% | $6,691+17.7% |
| Admin fee / account holder | $2,111 | $9,663-78.2% | $6,716-68.6% | $13,402-84.2% |