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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 | $8,387 | $88,702-90.5% | $81,780-89.7% | $145,978-94.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 21.02% | 1029.12%-1008.1pp | 776.27%-755.2pp | 550.52%-529.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,602 | $4,645-0.9% | $4,321+6.5% | $6,690-31.2% |
| Admin fee / account holder | $860 | $8,414-89.8% | $7,384-88.3% | $13,400-93.6% |