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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 | $233,949 | $124,175+88.4% | $108,405+115.8% | $167,536+39.6% |
| Participation rate | 33.3% | 82.3%-49.0pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 14.31% | 1380.13%-1365.8pp | 905.55%-891.2pp | 478.82%-464.5pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,342+2.5% |
| Admin fee / account holder | $1,648 | $9,457-82.6% | $7,297-77.4% | $12,315-86.6% |