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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 | $20,389 | $72,446-71.9% | $67,561-69.8% | $145,877-86.0% |
| Participation rate | 36.8% | 76.9%-40.0pp | 72.9%-36.1pp | 80.3%-43.5pp |
| Annual return | 14.00% | 7211.98%-7198.0pp | 3525.44%-3511.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,303 | $4,785-72.8% | $4,003-67.4% | $6,691-80.5% |
| Admin fee / account holder | $1,680 | $5,541-69.7% | $4,006-58.1% | $13,402-87.5% |