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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 | $9,966 | $100,911-90.1% | $90,440-89.0% | $158,966-93.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 17.43% | 1726.62%-1709.2pp | 1294.38%-1276.9pp | 302.95%-285.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,829 | $4,348-34.9% | $3,964-28.6% | $5,983-52.7% |
| Admin fee / account holder | $3,631 | $6,507-44.2% | $5,615-35.3% | $11,250-67.7% |