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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 | $14,017 | $88,702-84.2% | $81,780-82.9% | $145,978-90.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.76% | 1029.12%-1017.4pp | 776.27%-764.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $30 | $3,084-99.0% | $2,914-99.0% | $4,662-99.4% |
| Participant deferral / active EE | $2,375 | $4,645-48.9% | $4,321-45.0% | $6,690-64.5% |
| Admin fee / account holder | $493 | $8,414-94.1% | $7,384-93.3% | $13,400-96.3% |