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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 | $18,632 | $156,963-88.1% | $121,204-84.6% | $139,466-86.6% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.5%-23.4pp | 80.3%-34.2pp |
| Annual return | 16.00% | 1476.75%-1460.7pp | 987.18%-971.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $428 | $4,848-91.2% | $4,083-89.5% | $6,712-93.6% |
| Admin fee / account holder | $405 | $6,953-94.2% | $5,651-92.8% | $11,409-96.5% |