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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 | $19,662 | $88,702-77.8% | $81,780-76.0% | $145,978-86.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.11% | 1029.12%-1017.0pp | 776.27%-764.2pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,664 | $4,645+86.5% | $4,321+100.5% | $6,690+29.5% |
| Admin fee / account holder | $10,295 | $8,414+22.4% | $7,384+39.4% | $13,400-23.2% |