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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 | $12,961 | $102,595-87.4% | $94,057-86.2% | $154,746-91.6% |
| Participation rate | 46.2% | 76.0%-29.8pp | 73.3%-27.2pp | 80.7%-34.5pp |
| Annual return | 14.51% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,100 | $5,118-78.5% | $4,709-76.6% | $6,730-83.7% |
| Admin fee / account holder | $802 | $7,736-89.6% | $7,244-88.9% | $14,365-94.4% |