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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 | $9,742 | $76,519-87.3% | $56,025-82.6% | $145,897-93.3% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 8.66% | 3017.03%-3008.4pp | 1712.69%-1704.0pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $918 | $2,624-65.0% | $1,955-53.0% | $6,689-86.3% |
| Admin fee / account holder | $867 | $3,331-74.0% | $2,828-69.4% | $13,390-93.5% |