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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 | $34,880 | $169,356-79.4% | $129,406-73.0% | $145,897-76.1% |
| Participation rate | 21.7% | 76.5%-54.8pp | 69.6%-47.9pp | 80.3%-58.6pp |
| Annual return | 11.56% | 14418.62%-14407.1pp | 9468.18%-9456.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,030 | $4,987-79.3% | $4,167-75.3% | $6,689-84.6% |
| Admin fee / account holder | $399 | $9,915-96.0% | $7,689-94.8% | $13,390-97.0% |