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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 | $25,712 | $124,187-79.3% | $108,410-76.3% | $167,497-84.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 18.26% | 1379.80%-1361.5pp | 905.34%-887.1pp | 478.62%-460.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,115 | $6,908-26.0% | $6,562-22.1% | $6,341-19.3% |
| Admin fee / account holder | $9,175 | $9,456-3.0% | $7,296+25.8% | $12,310-25.5% |