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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 | $13,103 | $99,009-86.8% | $86,581-84.9% | $147,585-91.1% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 15.21% | 1312.70%-1297.5pp | 965.06%-949.9pp | 578.58%-563.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,514 | $3,972-36.7% | $3,609-30.3% | $5,439-53.8% |
| Admin fee / account holder | $376 | $5,709-93.4% | $4,904-92.3% | $10,886-96.5% |