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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 | $9,432 | $102,595-90.8% | $94,057-90.0% | $154,746-93.9% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 19.29% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,467 | $5,118-71.3% | $4,709-68.8% | $6,730-78.2% |
| Admin fee / account holder | $6,828 | $7,736-11.7% | $7,244-5.7% | $14,365-52.5% |