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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 | $18,795 | $78,694-76.1% | $67,652-72.2% | $125,389-85.0% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | 0.41% | 9.46%-9.0pp | 6625.40%-6625.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,169 | $4,292-49.5% | $3,560-39.1% | $5,352-59.5% |
| Admin fee / account holder | $1,442 | $7,403-80.5% | $4,821-70.1% | $9,541-84.9% |