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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 | $5,958 | $70,121-91.5% | $63,803-90.7% | $138,895-95.7% |
| Participation rate | 60.0% | 77.2%-17.2pp | 72.7%-12.7pp | 79.9%-19.9pp |
| Annual return | 16.01% | 946.48%-930.5pp | 543.72%-527.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,216 | $4,535-29.1% | $3,843-16.3% | $6,396-49.7% |
| Admin fee / account holder | $1,621 | $6,738-75.9% | $5,196-68.8% | $12,562-87.1% |