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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 | $26,002 | $169,361-84.6% | $129,397-79.9% | $145,877-82.2% |
| Participation rate | 35.7% | 76.5%-40.8pp | 69.6%-33.9pp | 80.3%-44.6pp |
| Annual return | 12.07% | 14395.54%-14383.5pp | 9453.98%-9441.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $397 | $4,987-92.0% | $4,167-90.5% | $6,691-94.1% |
| Admin fee / account holder | $792 | $9,903-92.0% | $7,679-89.7% | $13,402-94.1% |