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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 | $32,672 | $169,237-80.7% | $129,339-74.7% | $145,978-77.6% |
| Participation rate | 26.7% | 76.5%-49.8pp | 69.6%-43.0pp | 80.3%-53.6pp |
| Annual return | 14.72% | 14364.43%-14349.7pp | 9437.05%-9422.3pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,372 | $4,991-52.5% | $4,170-43.1% | $6,690-64.5% |
| Admin fee / account holder | $8,204 | $9,882-17.0% | $7,668+7.0% | $13,400-38.8% |