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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 | $10,842 | $169,361-93.6% | $129,397-91.6% | $145,877-92.6% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.2pp | 80.3%-27.9pp |
| Annual return | 11.28% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,176 | $4,987-56.4% | $4,167-47.8% | $6,691-67.5% |
| Admin fee / account holder | $5,398 | $9,903-45.5% | $7,679-29.7% | $13,402-59.7% |