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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 | $17,601 | $96,361-81.7% | $80,607-78.2% | $139,456-87.4% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 20.29% | 1350.95%-1330.7pp | 936.11%-915.8pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,494 | $5,232-14.1% | $4,448+1.0% | $6,711-33.0% |
| Admin fee / account holder | $2,073 | $6,601-68.6% | $5,379-61.5% | $11,407-81.8% |