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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 | $15,054 | $109,863-86.3% | $98,477-84.7% | $167,518-91.0% |
| Participation rate | 31.3% | 75.8%-44.6pp | 73.3%-42.1pp | 82.1%-50.9pp |
| Annual return | 24.13% | 1958.09%-1934.0pp | 1493.59%-1469.5pp | 478.71%-454.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,253 | $4,673-73.2% | $4,276-70.7% | $6,342-80.2% |
| Admin fee / account holder | $449 | $6,755-93.3% | $5,951-92.4% | $12,312-96.3% |