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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 | $12,150 | $169,361-92.8% | $129,397-90.6% | $145,877-91.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 13.29% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,834 | $4,987-43.2% | $4,167-32.0% | $6,691-57.6% |
| Admin fee / account holder | $11,519 | $9,903+16.3% | $7,679+50.0% | $13,402-14.1% |