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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 | $13,940 | $72,446-80.8% | $67,561-79.4% | $145,877-90.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 13.52% | 7211.98%-7198.5pp | 3525.44%-3511.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,293 | $4,785-10.3% | $4,003+7.2% | $6,691-35.8% |
| Admin fee / account holder | $542 | $5,541-90.2% | $4,006-86.5% | $13,402-96.0% |