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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 | $10,158 | $110,093-90.8% | $97,295-89.6% | $145,897-93.0% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 13.03% | 244.76%-231.7pp | 75.62%-62.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,011 | $4,678-78.4% | $4,264-76.3% | $6,689-84.9% |
| Admin fee / account holder | $986 | $6,212-84.1% | $5,646-82.5% | $13,390-92.6% |