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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 | $15,033 | $162,529-90.8% | $130,788-88.5% | $154,746-90.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 15.37% | 510.48%-495.1pp | 386.44%-371.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,673 | $4,808-23.6% | $4,137-11.2% | $6,730-45.4% |
| Admin fee / account holder | $2,356 | $7,669-69.3% | $6,673-64.7% | $14,365-83.6% |