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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 | $16,483 | $102,595-83.9% | $94,057-82.5% | $154,746-89.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 21.68% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,042 | $5,118-40.6% | $4,709-35.4% | $6,730-54.8% |
| Admin fee / account holder | $445 | $7,736-94.2% | $7,244-93.9% | $14,365-96.9% |