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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 | $10,482 | $102,595-89.8% | $94,057-88.9% | $154,746-93.2% |
| Participation rate | 53.8% | 76.0%-22.1pp | 73.3%-19.5pp | 80.7%-26.9pp |
| Annual return | 18.63% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,325 | $5,118-54.6% | $4,709-50.6% | $6,730-65.5% |
| Admin fee / account holder | $578 | $7,736-92.5% | $7,244-92.0% | $14,365-96.0% |