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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 | $9,419 | $96,361-90.2% | $80,607-88.3% | $139,456-93.2% |
| Participation rate | 26.3% | 73.6%-47.3pp | 67.0%-40.7pp | 80.3%-54.0pp |
| Annual return | 34.07% | 1350.95%-1316.9pp | 936.11%-902.0pp | 373.45%-339.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,184 | $5,232-58.3% | $4,448-50.9% | $6,711-67.5% |
| Admin fee / account holder | $506 | $6,601-92.3% | $5,379-90.6% | $11,407-95.6% |