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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 | $15,659 | $88,778-82.4% | $81,844-80.9% | $145,884-89.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 9.88% | 1033.03%-1023.1pp | 778.87%-769.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,216 | $4,648-30.8% | $4,323-25.6% | $6,690-51.9% |
| Admin fee / account holder | $4,613 | $8,430-45.3% | $7,355-37.3% | $13,392-65.6% |