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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 | $19,053 | $100,938-81.1% | $90,461-78.9% | $158,982-88.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 10.93% | 1727.20%-1716.3pp | 1294.76%-1283.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,768 | $4,350+78.6% | $3,964+95.9% | $5,983+29.8% |
| Admin fee / account holder | $3,597 | $6,510-44.7% | $5,617-36.0% | $11,252-68.0% |