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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 | $18,795 | $88,778-78.8% | $81,844-77.0% | $145,884-87.1% |
| Participation rate | 36.8% | 75.1%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 16.17% | 1033.03%-1016.9pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $867 | $4,648-81.4% | $4,323-80.0% | $6,690-87.0% |
| Admin fee / account holder | $2,139 | $8,430-74.6% | $7,355-70.9% | $13,392-84.0% |