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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 | $68,097-82.9% | $62,929-81.5% | $137,256-91.5% |
| Participation rate | 29.4% | 77.4%-48.0pp | 73.1%-43.7pp | 80.0%-50.5pp |
| Annual return | 20.33% | 1859.11%-1838.8pp | 1063.93%-1043.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,109 | $4,553-75.6% | $3,888-71.5% | $6,407-82.7% |
| Admin fee / account holder | $576 | $6,521-91.2% | $5,065-88.6% | $12,270-95.3% |