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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 | $10,754 | $88,702-87.9% | $81,780-86.9% | $145,978-92.6% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 11.80% | 1029.12%-1017.3pp | 776.27%-764.5pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $895 | $4,645-80.7% | $4,321-79.3% | $6,690-86.6% |
| Admin fee / account holder | $847 | $8,414-89.9% | $7,384-88.5% | $13,400-93.7% |