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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 | $14,768 | $68,097-78.3% | $62,929-76.5% | $137,256-89.2% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 19.17% | 1859.11%-1839.9pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,755 | $4,553-61.5% | $3,888-54.9% | $6,407-72.6% |
| Admin fee / account holder | $1,238 | $6,521-81.0% | $5,065-75.6% | $12,270-89.9% |