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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 | $18,000 | $96,388-81.3% | $80,627-77.7% | $139,466-87.1% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 25.95% | 1352.08%-1326.1pp | 936.76%-910.8pp | 373.66%-347.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,921 | $5,224+13.3% | $4,443+33.3% | $6,712-11.8% |
| Admin fee / account holder | $6,094 | $6,603-7.7% | $5,381+13.3% | $11,409-46.6% |