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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 | $14,688 | $96,630-84.8% | $86,605-83.0% | $139,427-89.5% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 16.69% | 106.48%-89.8pp | 591.39%-574.7pp | 373.27%-356.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $850 | $4,836-82.4% | $4,438-80.9% | $6,711-87.3% |
| Admin fee / account holder | $330 | $6,405-94.9% | $5,611-94.1% | $11,404-97.1% |