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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 | $13,849 | $110,093-87.4% | $97,295-85.8% | $145,897-90.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 12.39% | 244.76%-232.4pp | 75.62%-63.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,529 | $4,678-24.6% | $4,264-17.2% | $6,689-47.2% |
| Admin fee / account holder | $382 | $6,212-93.8% | $5,646-93.2% | $13,390-97.1% |