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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 | $207,997 | $169,336+22.8% | $129,384+60.8% | $145,884+42.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 21.83% | 14408.70%-14386.9pp | 9461.77%-9439.9pp | 551.85%-530.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,170 | $4,985-16.4% | $4,166+0.1% | $6,690-37.7% |
| Admin fee / account holder | $2,155 | $9,912-78.3% | $7,686-72.0% | $13,392-83.9% |