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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 | $13,765 | $88,815-84.5% | $81,882-83.2% | $145,897-90.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 25.24% | 1033.75%-1008.5pp | 779.47%-754.2pp | 552.29%-527.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,330 | $4,647+36.2% | $4,323+46.4% | $6,689-5.4% |
| Admin fee / account holder | $4,721 | $8,434-44.0% | $7,360-35.9% | $13,390-64.7% |