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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 | $88,702-93.9% | $81,780-93.4% | $145,978-96.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.4%-3.9pp | 80.3%-11.9pp |
| Annual return | 12.37% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,345 | $4,645-49.5% | $4,321-45.7% | $6,690-65.0% |
| Admin fee / account holder | $649 | $8,414-92.3% | $7,384-91.2% | $13,400-95.2% |