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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 | $15,518 | $169,356-90.8% | $129,406-88.0% | $145,897-89.4% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | 11.94% | 14418.62%-14406.7pp | 9468.18%-9456.2pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,059 | $4,987-78.8% | $4,167-74.6% | $6,689-84.2% |
| Admin fee / account holder | $7,445 | $9,915-24.9% | $7,689-3.2% | $13,390-44.4% |