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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 | $13,641 | $88,702-84.6% | $81,780-83.3% | $145,978-90.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.97% | 1029.12%-1019.2pp | 776.27%-766.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,107 | $4,645-54.6% | $4,321-51.2% | $6,690-68.5% |
| Admin fee / account holder | $5,665 | $8,414-32.7% | $7,384-23.3% | $13,400-57.7% |