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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 | $15,499 | $96,678-84.0% | $86,640-82.1% | $139,466-88.9% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 18.12% | 106.69%-88.6pp | 592.52%-574.4pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,488 | $4,837-27.9% | $4,438-21.4% | $6,712-48.0% |
| Admin fee / account holder | $349 | $6,410-94.6% | $5,616-93.8% | $11,409-96.9% |