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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 | $13,186 | $100,938-86.9% | $90,461-85.4% | $158,982-91.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 14.01% | 1727.20%-1713.2pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $96 | $3,691-97.4% | $3,264-97.1% | $4,763-98.0% |
| Participant deferral / active EE | $1,209 | $4,350-72.2% | $3,964-69.5% | $5,983-79.8% |
| Admin fee / account holder | $2,085 | $6,510-68.0% | $5,617-62.9% | $11,252-81.5% |