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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 | $9,907 | $102,595-90.3% | $94,057-89.5% | $154,746-93.6% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 17.39% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,523 | $5,118-70.2% | $4,709-67.7% | $6,730-77.4% |
| Admin fee / account holder | $324 | $7,736-95.8% | $7,244-95.5% | $14,365-97.7% |