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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 | $9,903 | $72,465-86.3% | $67,575-85.3% | $145,884-93.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.18% | 7222.56%-7211.4pp | 3528.98%-3517.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,625 | $4,786-24.2% | $4,003-9.4% | $6,690-45.8% |
| Admin fee / account holder | $589 | $5,515-89.3% | $3,993-85.3% | $13,392-95.6% |