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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 | $11,997 | $162,529-92.6% | $130,788-90.8% | $154,746-92.2% |
| Participation rate | 29.2% | 75.9%-46.7pp | 70.1%-40.9pp | 80.7%-51.5pp |
| Annual return | 12.87% | 510.48%-497.6pp | 386.44%-373.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $677 | $4,808-85.9% | $4,137-83.6% | $6,730-89.9% |
| Admin fee / account holder | $2,237 | $7,669-70.8% | $6,673-66.5% | $14,365-84.4% |