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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 | $15,786 | $103,038-84.7% | $90,324-82.5% | $152,909-89.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 33.01% | 95.25%-62.2pp | 78.15%-45.1pp | 345.46%-312.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,575 | $4,282+30.2% | $3,885+43.5% | $5,851-4.7% |
| Admin fee / account holder | $925 | $6,177-85.0% | $5,356-82.7% | $11,601-92.0% |