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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 | $13,375 | $100,911-86.7% | $90,440-85.2% | $158,966-91.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 17.60% | 1726.62%-1709.0pp | 1294.38%-1276.8pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,503 | $4,348-65.4% | $3,964-62.1% | $5,983-74.9% |
| Admin fee / account holder | $1,686 | $6,507-74.1% | $5,615-70.0% | $11,250-85.0% |