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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 | $33,175 | $81,749-59.4% | $58,544-43.3% | $139,456-76.2% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 15.15% | 7425.45%-7410.3pp | 4249.56%-4234.4pp | 373.45%-358.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $600 | $2,555-76.5% | $1,923-68.8% | $6,711-91.1% |
| Admin fee / account holder | $357 | $3,272-89.1% | $2,520-85.8% | $11,407-96.9% |