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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 | $8,719 | $73,421-88.1% | $66,439-86.9% | $155,188-94.4% |
| Participation rate | 40.0% | 79.7%-39.7pp | 74.5%-34.5pp | 80.8%-40.8pp |
| Annual return | 10.13% | 1382.37%-1372.2pp | 757.66%-747.5pp | 148.84%-138.7pp |
| Employer contribution / active EE | $193 | $3,039-93.6% | $2,637-92.7% | $4,248-95.4% |
| Participant deferral / active EE | $1,173 | $4,680-74.9% | $3,876-69.7% | $6,531-82.0% |
| Admin fee / account holder | $11,333 | $8,856+28.0% | $6,173+83.6% | $14,480-21.7% |