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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 | $15,565 | $108,912-85.7% | $100,383-84.5% | $145,959-89.3% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.78% | 57.96%-42.2pp | 49.26%-33.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,956 | $8,451-29.5% | $8,086-26.3% | $6,689-11.0% |
| Admin fee / account holder | $2,848 | $9,690-70.6% | $7,900-63.9% | $13,398-78.7% |