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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 | $169,237-93.1% | $129,339-91.0% | $145,978-92.0% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 14.20% | 14364.43%-14350.2pp | 9437.05%-9422.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $422 | $4,991-91.5% | $4,170-89.9% | $6,690-93.7% |
| Admin fee / account holder | $2,372 | $9,882-76.0% | $7,668-69.1% | $13,400-82.3% |