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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 | $7,119 | $72,071-90.1% | $68,368-89.6% | $137,256-94.8% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 54.88% | 353.14%-298.3pp | 292.57%-237.7pp | 220.34%-165.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,496 | $4,410-66.1% | $4,123-63.7% | $6,407-76.7% |
| Admin fee / account holder | $375 | $5,336-93.0% | $5,150-92.7% | $12,270-96.9% |