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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 | $10,337 | $88,702-88.3% | $81,780-87.4% | $145,978-92.9% |
| Participation rate | 52.2% | 75.0%-22.9pp | 72.4%-20.2pp | 80.3%-28.1pp |
| Annual return | 10.54% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,076 | $4,645-76.8% | $4,321-75.1% | $6,690-83.9% |
| Admin fee / account holder | $6,691 | $8,414-20.5% | $7,384-9.4% | $13,400-50.1% |