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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 | $14,861 | $60,128-75.3% | $90,440-83.6% | $79,852-81.4% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 11.77% | 71.95%-60.2pp | 1294.38%-1282.6pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,665 | $2,939-43.4% | $3,964-58.0% | $3,740-55.5% |
| Admin fee / account holder | $10,867 | $3,977+173.2% | $5,615+93.5% | $5,306+104.8% |