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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 | $13,917 | $44,850-69.0% | $60,547-77.0% | $59,633-76.7% |
| Participation rate | 42.9% | 59.5%-16.6pp | 68.0%-25.1pp | 68.7%-25.8pp |
| Annual return | 0.62% | 1074.14%-1073.5pp | 335.64%-335.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,255 | $2,230-43.7% | $3,328-62.3% | $3,192-60.7% |
| Admin fee / account holder | $784 | $3,635-78.4% | $4,536-82.7% | $4,297-81.7% |