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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 | $11,995 | $70,366-83.0% | $66,674-82.0% | $138,895-91.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 16.73% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,142 | $4,374-51.0% | $4,084-47.6% | $6,396-66.5% |
| Admin fee / account holder | $380 | $5,262-92.8% | $5,098-92.5% | $12,562-97.0% |