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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 | $29,842 | $169,336-82.4% | $129,384-76.9% | $145,884-79.5% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 9.10% | 14408.70%-14399.6pp | 9461.77%-9452.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $512 | $4,985-89.7% | $4,166-87.7% | $6,690-92.3% |
| Admin fee / account holder | $1,188 | $9,912-88.0% | $7,686-84.5% | $13,392-91.1% |