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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 | $88,815-93.9% | $81,882-93.4% | $145,897-96.3% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 12.37% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,345 | $4,647-49.5% | $4,323-45.8% | $6,689-64.9% |
| Admin fee / account holder | $649 | $8,434-92.3% | $7,360-91.2% | $13,390-95.2% |