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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 | $17,427 | $114,130-84.7% | $96,192-81.9% | $167,553-89.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 18.53% | 190.07%-171.5pp | 192.09%-173.6pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,148 | $5,198-77.9% | $4,351-73.6% | $6,343-81.9% |
| Admin fee / account holder | $313 | $6,901-95.5% | $5,539-94.3% | $12,316-97.5% |