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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 | $19,964 | $65,423-69.5% | $98,477-79.7% | $85,856-76.7% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.3%-19.3pp |
| Annual return | 12.76% | 21.76%-9.0pp | 1493.59%-1480.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,792 | $3,167-43.4% | $4,276-58.1% | $3,952-54.6% |
| Admin fee / account holder | $793 | $4,594-82.7% | $5,951-86.7% | $6,261-87.3% |