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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 | $17,799 | $149,040-88.1% | $120,225-85.2% | $137,256-87.0% |
| Participation rate | 13.3% | 75.4%-62.1pp | 69.6%-56.2pp | 80.0%-66.6pp |
| Annual return | 102.87% | 605.68%-502.8pp | 439.23%-336.4pp | 220.34%-117.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $845 | $4,655-81.9% | $3,999-78.9% | $6,407-86.8% |
| Admin fee / account holder | $2,511 | $6,348-60.4% | $5,696-55.9% | $12,270-79.5% |