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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 | $41,517 | $169,336-75.5% | $129,384-67.9% | $145,884-71.5% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.6%-8.1pp | 80.3%-18.8pp |
| Annual return | 13.24% | 14408.70%-14395.5pp | 9461.77%-9448.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,396 | $4,985+108.6% | $4,166+149.6% | $6,690+55.4% |
| Admin fee / account holder | $15,840 | $9,912+59.8% | $7,686+106.1% | $13,392+18.3% |