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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 | $11,977 | $114,093-89.5% | $96,171-87.5% | $167,536-92.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 10.17% | 190.00%-179.8pp | 192.04%-181.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,064 | $5,197-41.0% | $4,350-29.6% | $6,342-51.7% |
| Admin fee / account holder | $4,746 | $6,899-31.2% | $5,538-14.3% | $12,315-61.5% |