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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 | $158,553 | $150,447+5.4% | $136,298+16.3% | $147,586+7.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.63% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,994 | $6,631-9.6% | $6,247-4.0% | $5,439+10.2% |
| Admin fee / account holder | $36,670 | $10,906+236.2% | $9,244+296.7% | $10,886+236.9% |