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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 | $145,381 | $169,336-14.1% | $129,384+12.4% | $145,884-0.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.65% | 14408.70%-14393.1pp | 9461.77%-9446.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $1,154 | $9,912-88.4% | $7,686-85.0% | $13,392-91.4% |