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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 | $13,705 | $57,330-76.1% | $86,656-84.2% | $75,177-81.8% |
| Participation rate | 36.2% | 63.2%-27.0pp | 71.7%-35.5pp | 67.2%-31.0pp |
| Annual return | 14.52% | 2675.40%-2660.9pp | 593.09%-578.6pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,413 | $3,320-57.4% | $4,439-68.2% | $4,126-65.8% |
| Admin fee / account holder | $304 | $4,115-92.6% | $5,619-94.6% | $5,651-94.6% |