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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 | $14,568 | $81,749-82.2% | $58,544-75.1% | $139,456-89.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 18.81% | 7425.45%-7406.6pp | 4249.56%-4230.7pp | 373.45%-354.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,623 | $2,555+2.7% | $1,923+36.4% | $6,711-60.9% |
| Admin fee / account holder | $304 | $3,272-90.7% | $2,520-87.9% | $11,407-97.3% |