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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 | $16,467 | $81,668-79.8% | $58,507-71.9% | $139,487-88.2% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 16.80% | 7430.07%-7413.3pp | 4252.32%-4235.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $467 | $2,554-81.7% | $1,922-75.7% | $6,713-93.0% |
| Admin fee / account holder | $613 | $3,212-80.9% | $2,486-75.4% | $11,407-94.6% |