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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 | $16,891 | $73,421-77.0% | $66,439-74.6% | $155,188-89.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 11.63% | 1382.37%-1370.7pp | 757.66%-746.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $91 | $3,039-97.0% | $2,637-96.6% | $4,248-97.9% |
| Participant deferral / active EE | $1,088 | $4,680-76.8% | $3,876-71.9% | $6,531-83.3% |
| Admin fee / account holder | $376 | $8,856-95.8% | $6,173-93.9% | $14,480-97.4% |