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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 | $96,691-84.8% | $86,656-83.0% | $139,487-89.5% |
| Participation rate | 46.2% | 74.4%-28.3pp | 71.7%-25.6pp | 80.3%-34.2pp |
| Annual return | 16.69% | 106.87%-90.2pp | 593.09%-576.4pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $850 | $4,838-82.4% | $4,439-80.9% | $6,713-87.3% |
| Admin fee / account holder | $330 | $6,414-94.9% | $5,619-94.1% | $11,407-97.1% |