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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 | $88,702-83.6% | $81,780-82.2% | $145,978-90.0% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 11.22% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,394 | $4,645-70.0% | $4,321-67.7% | $6,690-79.2% |
| Admin fee / account holder | $11,214 | $8,414+33.3% | $7,384+51.9% | $13,400-16.3% |