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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 | $9,984 | $72,071-86.1% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.79% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,139 | $4,410-28.8% | $4,123-23.9% | $6,407-51.0% |
| Admin fee / account holder | $788 | $5,336-85.2% | $5,150-84.7% | $12,270-93.6% |