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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 | $12,926 | $76,519-83.1% | $56,025-76.9% | $145,897-91.1% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 9.62% | 3017.03%-3007.4pp | 1712.69%-1703.1pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $815 | $2,624-69.0% | $1,955-58.3% | $6,689-87.8% |
| Admin fee / account holder | $2,344 | $3,331-29.6% | $2,828-17.1% | $13,390-82.5% |