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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 | $16,759 | $88,702-81.1% | $81,780-79.5% | $145,978-88.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 13.49% | 1029.12%-1015.6pp | 776.27%-762.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,349 | $4,645-6.4% | $4,321+0.7% | $6,690-35.0% |
| Admin fee / account holder | $347 | $8,414-95.9% | $7,384-95.3% | $13,400-97.4% |