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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 | $5,869 | $72,426-91.9% | $67,560-91.3% | $145,897-96.0% |
| Participation rate | 68.8% | 76.9%-8.1pp | 72.9%-4.2pp | 80.3%-11.6pp |
| Annual return | 10.04% | 7226.78%-7216.7pp | 3533.50%-3523.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $976 | $4,785-79.6% | $4,004-75.6% | $6,689-85.4% |
| Admin fee / account holder | $557 | $5,514-89.9% | $3,994-86.0% | $13,390-95.8% |