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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 | $24,918 | $124,175-79.9% | $108,405-77.0% | $167,553-85.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.97% | 1380.13%-1366.2pp | 905.55%-891.6pp | 478.89%-464.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,047 | $6,908-12.5% | $6,563-7.9% | $6,343-4.7% |
| Admin fee / account holder | $1,199 | $9,457-87.3% | $7,297-83.6% | $12,316-90.3% |