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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 | $7,417 | $76,368-90.3% | $67,681-89.0% | $154,746-95.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 18.89% | 1066.77%-1047.9pp | 590.58%-571.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,306 | $4,824-52.2% | $3,976-42.0% | $6,730-65.7% |
| Admin fee / account holder | $446 | $8,559-94.8% | $6,100-92.7% | $14,365-96.9% |