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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 | $5,398 | $88,710-93.9% | $81,783-93.4% | $145,959-96.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.4%-3.9pp | 80.3%-11.9pp |
| Annual return | 12.37% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,345 | $4,645-49.5% | $4,320-45.7% | $6,689-64.9% |
| Admin fee / account holder | $649 | $8,407-92.3% | $7,380-91.2% | $13,398-95.2% |