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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 | $8,491 | $88,815-90.4% | $81,882-89.6% | $145,897-94.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.02% | 1033.75%-1021.7pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,673 | $4,647-42.5% | $4,323-38.2% | $6,689-60.0% |
| Admin fee / account holder | $403 | $8,434-95.2% | $7,360-94.5% | $13,390-97.0% |