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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 | $11,616 | $169,356-93.1% | $129,406-91.0% | $145,897-92.0% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 14.20% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $422 | $4,987-91.5% | $4,167-89.9% | $6,689-93.7% |
| Admin fee / account holder | $2,372 | $9,915-76.1% | $7,689-69.2% | $13,390-82.3% |