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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 | $12,046 | $88,754-86.4% | $81,820-85.3% | $145,877-91.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 42.72% | 1031.77%-989.0pp | 777.93%-735.2pp | 551.28%-508.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,185 | $4,648-74.5% | $4,323-72.6% | $6,691-82.3% |
| Admin fee / account holder | $3,324 | $8,424-60.5% | $7,391-55.0% | $13,402-75.2% |