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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 | $13,006 | $103,000-87.4% | $90,300-85.6% | $152,885-91.5% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 32.89% | 95.19%-62.3pp | 78.11%-45.2pp | 345.39%-312.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,237 | $4,281-1.0% | $3,884+9.1% | $5,851-27.6% |
| Admin fee / account holder | $893 | $6,173-85.5% | $5,353-83.3% | $11,598-92.3% |