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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 | $20,484 | $169,336-87.9% | $129,384-84.2% | $145,884-86.0% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 13.50% | 14408.70%-14395.2pp | 9461.77%-9448.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,918 | $4,985-1.3% | $4,166+18.1% | $6,690-26.5% |
| Admin fee / account holder | $5,963 | $9,912-39.8% | $7,686-22.4% | $13,392-55.5% |