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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 | $13,929 | $60,128-76.8% | $90,440-84.6% | $79,852-82.6% |
| Participation rate | 42.6% | 65.0%-22.4pp | 72.7%-30.1pp | 69.6%-27.0pp |
| Annual return | 12.19% | 71.95%-59.8pp | 1294.38%-1282.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $856 | $2,939-70.9% | $3,964-78.4% | $3,740-77.1% |
| Admin fee / account holder | $2,598 | $3,977-34.7% | $5,615-53.7% | $5,306-51.0% |