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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 | $13,893 | $99,921-86.1% | $85,009-83.7% | $145,959-90.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 12.97% | 83.89%-70.9pp | 66.47%-53.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,458 | $5,293-34.7% | $4,522-23.5% | $6,689-48.3% |
| Admin fee / account holder | $1,965 | $7,252-72.9% | $6,153-68.1% | $13,398-85.3% |