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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 | $5,293 | $70,121-92.5% | $63,803-91.7% | $138,895-96.2% |
| Participation rate | 63.2% | 77.2%-14.1pp | 72.7%-9.5pp | 79.9%-16.8pp |
| Annual return | 17.75% | 946.48%-928.7pp | 543.72%-526.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $902 | $4,535-80.1% | $3,843-76.5% | $6,396-85.9% |
| Admin fee / account holder | $342 | $6,738-94.9% | $5,196-93.4% | $12,562-97.3% |