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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 | $11,033 | $102,663-89.3% | $86,216-87.2% | $139,466-92.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 14.67% | 1924.52%-1909.8pp | 1169.42%-1154.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,767 | $4,677-19.5% | $3,986-5.5% | $6,712-43.9% |
| Admin fee / account holder | $8,171 | $8,663-5.7% | $6,853+19.2% | $11,409-28.4% |