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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 | $21,509 | $88,702-75.8% | $81,780-73.7% | $145,978-85.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.96% | 1029.12%-1018.2pp | 776.27%-765.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,646 | $4,6450% | $4,321+7.5% | $6,690-30.5% |
| Admin fee / account holder | $4,663 | $8,414-44.6% | $7,384-36.8% | $13,400-65.2% |