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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 | $17,711 | $107,941-83.6% | $91,994-80.7% | $152,897-88.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 29.05% | 89.28%-60.2pp | 69.04%-40.0pp | 345.43%-316.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,332 | $6,366-16.2% | $5,924-10.0% | $5,851-8.9% |
| Admin fee / account holder | $651 | $10,521-93.8% | $7,744-91.6% | $11,599-94.4% |