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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 | $16,770 | $57,312-70.7% | $86,617-80.6% | $75,181-77.7% |
| Participation rate | 17.9% | 63.2%-45.3pp | 71.7%-53.8pp | 67.2%-49.3pp |
| Annual return | 15.06% | 2672.78%-2657.7pp | 591.91%-576.8pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $899 | $3,319-72.9% | $4,437-79.7% | $4,126-78.2% |
| Admin fee / account holder | $2,740 | $4,114-33.4% | $5,613-51.2% | $5,650-51.5% |