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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 | $149,436 | $150,447-0.7% | $136,298+9.6% | $147,586+1.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.75% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,696-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $9,535 | $6,631+43.8% | $6,247+52.6% | $5,439+75.3% |
| Admin fee / account holder | $22,867 | $10,906+109.7% | $9,244+147.4% | $10,886+110.1% |