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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 | $165,503 | $202,342-18.2% | $172,752-4.2% | $152,897+8.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 20.04% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,050 | $5,858-82.1% | $5,144-79.6% | $4,764-78.0% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,851+50.4% |
| Admin fee / account holder | $1,391,487 | $17,111+8032.2% | $13,955+9871.3% | $11,599+11896.2% |