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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 | $8,004 | $102,595-92.2% | $94,057-91.5% | $154,746-94.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 15.11% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,917 | $5,118-43.0% | $4,709-38.1% | $6,730-56.7% |
| Admin fee / account holder | $14,205 | $7,736+83.6% | $7,244+96.1% | $14,365-1.1% |