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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 | $14,583 | $88,710-83.6% | $81,783-82.2% | $145,959-90.0% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 11.22% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,394 | $4,645-70.0% | $4,320-67.7% | $6,689-79.2% |
| Admin fee / account holder | $11,214 | $8,407+33.4% | $7,380+52.0% | $13,398-16.3% |