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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 | $20,210 | $169,336-88.1% | $129,384-84.4% | $145,884-86.1% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 13.13% | 14408.70%-14395.6pp | 9461.77%-9448.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $390 | $4,985-92.2% | $4,166-90.6% | $6,690-94.2% |
| Admin fee / account holder | $351 | $9,912-96.5% | $7,686-95.4% | $13,392-97.4% |