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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 | $4,914 | $88,754-94.5% | $81,820-94.0% | $145,877-96.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 11.50% | 1031.77%-1020.3pp | 777.93%-766.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,260 | $4,648-72.9% | $4,323-70.9% | $6,691-81.2% |
| Admin fee / account holder | $2,208 | $8,424-73.8% | $7,391-70.1% | $13,402-83.5% |