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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 | $25,861 | $156,970-83.5% | $121,210-78.7% | $139,487-81.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 20.59% | 1477.10%-1456.5pp | 987.41%-966.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,470 | $4,849-28.4% | $4,084-15.0% | $6,713-48.3% |
| Admin fee / account holder | $320 | $6,947-95.4% | $5,647-94.3% | $11,407-97.2% |