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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 | $14,408 | $156,927-90.8% | $121,169-88.1% | $139,456-89.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 14.09% | 1475.85%-1461.8pp | 986.71%-972.6pp | 373.45%-359.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,423 | $4,848+176.8% | $4,083+228.8% | $6,711+100.0% |
| Admin fee / account holder | $22,768 | $6,946+227.8% | $5,645+303.3% | $11,407+99.6% |