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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 | $8,593 | $167,030-94.9% | $135,768-93.7% | $155,188-94.5% |
| Participation rate | 44.4% | 76.2%-31.7pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 9.74% | 678.39%-668.7pp | 526.10%-516.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $390 | $4,528-91.4% | $3,977-90.2% | $6,531-94.0% |
| Admin fee / account holder | $4,211 | $8,172-48.5% | $7,048-40.3% | $14,480-70.9% |