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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 | $15,681 | $88,778-82.3% | $81,844-80.8% | $145,884-89.3% |
| Participation rate | 41.2% | 75.1%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 9.58% | 1033.03%-1023.4pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,190 | $4,648-52.9% | $4,323-49.3% | $6,690-67.3% |
| Admin fee / account holder | $555 | $8,430-93.4% | $7,355-92.5% | $13,392-95.9% |