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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 | $169,237-75.5% | $129,339-67.9% | $145,978-71.6% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.6%-8.1pp | 80.3%-18.8pp |
| Annual return | 13.24% | 14364.43%-14351.2pp | 9437.05%-9423.8pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,396 | $4,991+108.3% | $4,170+149.3% | $6,690+55.4% |
| Admin fee / account holder | $15,840 | $9,882+60.3% | $7,668+106.6% | $13,400+18.2% |