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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 | $39,905 | $169,161-76.4% | $129,295-69.1% | $145,959-72.7% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 24.89% | 14348.07%-14323.2pp | 9429.28%-9404.4pp | 561.95%-537.1pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,095 | $4,989+22.2% | $4,169+46.2% | $6,689-8.9% |
| Admin fee / account holder | $342 | $9,878-96.5% | $7,665-95.5% | $13,398-97.5% |