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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 | $14,932 | $96,643-84.5% | $86,617-82.8% | $139,456-89.3% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | 21.77% | 106.57%-84.8pp | 591.91%-570.1pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $988 | $4,835-79.6% | $4,437-77.7% | $6,711-85.3% |
| Admin fee / account holder | $630 | $6,406-90.2% | $5,613-88.8% | $11,407-94.5% |