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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 | $10,472 | $156,970-93.3% | $121,210-91.4% | $139,487-92.5% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 22.09% | 1477.10%-1455.0pp | 987.41%-965.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,500 | $4,849-48.4% | $4,084-38.8% | $6,713-62.8% |
| Admin fee / account holder | $483 | $6,947-93.0% | $5,647-91.4% | $11,407-95.8% |