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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 | $3,967 | $76,522-94.8% | $56,033-92.9% | $145,884-97.3% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 10.65% | 3014.28%-3003.6pp | 1711.38%-1700.7pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $363 | $2,624-86.2% | $1,954-81.4% | $6,690-94.6% |
| Admin fee / account holder | $700 | $3,328-79.0% | $2,827-75.2% | $13,392-94.8% |