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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 | $13,620 | $102,595-86.7% | $94,057-85.5% | $154,746-91.2% |
| Participation rate | 52.4% | 76.0%-23.6pp | 73.3%-21.0pp | 80.7%-28.3pp |
| Annual return | 14.28% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,227 | $5,118-76.0% | $4,709-73.9% | $6,730-81.8% |
| Admin fee / account holder | $849 | $7,736-89.0% | $7,244-88.3% | $14,365-94.1% |