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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 | $71,129 | $169,361-58.0% | $129,397-45.0% | $145,877-51.2% |
| Participation rate | 7.7% | 76.5%-68.8pp | 69.6%-61.9pp | 80.3%-72.6pp |
| Annual return | 21.83% | 14395.54%-14373.7pp | 9453.98%-9432.1pp | 551.28%-529.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,308 | $4,987-53.7% | $4,167-44.6% | $6,691-65.5% |
| Admin fee / account holder | $343 | $9,903-96.5% | $7,679-95.5% | $13,402-97.4% |