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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 | $19,709 | $88,778-77.8% | $81,844-75.9% | $145,884-86.5% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 16.81% | 1033.03%-1016.2pp | 778.87%-762.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,416 | $4,648-5.0% | $4,323+2.1% | $6,690-34.0% |
| Admin fee / account holder | $723 | $8,430-91.4% | $7,355-90.2% | $13,392-94.6% |