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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 | $154,754-88.5% | $124,206-85.7% | $138,895-87.2% |
| Participation rate | 13.3% | 75.5%-62.1pp | 69.6%-56.2pp | 79.9%-66.6pp |
| Annual return | 102.87% | 709.28%-606.4pp | 515.27%-412.4pp | 145.39%-42.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $845 | $4,621-81.7% | $3,968-78.7% | $6,396-86.8% |
| Admin fee / account holder | $2,511 | $6,690-62.5% | $5,929-57.6% | $12,562-80.0% |