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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 | $13,109 | $81,749-84.0% | $58,544-77.6% | $139,456-90.6% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 11.09% | 7425.45%-7414.4pp | 4249.56%-4238.5pp | 373.45%-362.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,182 | $2,555+181.1% | $1,923+273.5% | $6,711+7.0% |
| Admin fee / account holder | $23,649 | $3,272+622.7% | $2,520+838.6% | $11,407+107.3% |