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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 | $15,901 | $88,702-82.1% | $81,780-80.6% | $145,978-89.1% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 10.81% | 1029.12%-1018.3pp | 776.27%-765.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,708 | $4,645-41.7% | $4,321-37.3% | $6,690-59.5% |
| Admin fee / account holder | $3,091 | $8,414-63.3% | $7,384-58.1% | $13,400-76.9% |