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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 | $19,879 | $156,963-87.3% | $121,204-83.6% | $139,466-85.7% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 17.47% | 1476.75%-1459.3pp | 987.18%-969.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,263 | $4,848-32.7% | $4,083-20.1% | $6,712-51.4% |
| Admin fee / account holder | $624 | $6,953-91.0% | $5,651-88.9% | $11,409-94.5% |