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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 | $17,695 | $72,465-75.6% | $67,575-73.8% | $145,884-87.9% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.8pp | 80.3%-34.1pp |
| Annual return | 11.06% | 7222.56%-7211.5pp | 3528.98%-3517.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,500 | $4,786-47.8% | $4,003-37.6% | $6,690-62.6% |
| Admin fee / account holder | $6,093 | $5,515+10.5% | $3,993+52.6% | $13,392-54.5% |