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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 | $169,161-84.6% | $129,295-79.9% | $145,959-82.2% |
| Participation rate | 35.7% | 76.5%-40.7pp | 69.6%-33.9pp | 80.3%-44.6pp |
| Annual return | 12.07% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $397 | $4,989-92.0% | $4,169-90.5% | $6,689-94.1% |
| Admin fee / account holder | $792 | $9,878-92.0% | $7,665-89.7% | $13,398-94.1% |