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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 | $10,760 | $100,911-89.3% | $90,440-88.1% | $158,966-93.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 108.63% | 1726.62%-1618.0pp | 1294.38%-1185.8pp | 302.95%-194.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,400 | $4,348+116.2% | $3,964+137.2% | $5,983+57.1% |
| Admin fee / account holder | $20,585 | $6,507+216.3% | $5,615+266.6% | $11,250+83.0% |