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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 | $10,807 | $88,778-87.8% | $81,844-86.8% | $145,884-92.6% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 16.28% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,446 | $4,648-68.9% | $4,323-66.6% | $6,690-78.4% |
| Admin fee / account holder | $4,669 | $8,430-44.6% | $7,355-36.5% | $13,392-65.1% |