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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 | $11,639 | $76,368-84.8% | $67,681-82.8% | $154,746-92.5% |
| Participation rate | 29.4% | 79.0%-49.5pp | 73.7%-44.3pp | 80.7%-51.3pp |
| Annual return | 20.33% | 1066.77%-1046.4pp | 590.58%-570.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,109 | $4,824-77.0% | $3,976-72.1% | $6,730-83.5% |
| Admin fee / account holder | $576 | $8,559-93.3% | $6,100-90.5% | $14,365-96.0% |