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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 | $14,371 | $60,128-76.1% | $90,440-84.1% | $79,852-82.0% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 14.43% | 71.95%-57.5pp | 1294.38%-1279.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $793 | $2,939-73.0% | $3,964-80.0% | $3,740-78.8% |
| Admin fee / account holder | $1,051 | $3,977-73.6% | $5,615-81.3% | $5,306-80.2% |