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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 | $12,938 | $30,423-57.5% | $56,025-76.9% | $74,478-82.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 18.81% | 24.97%-6.2pp | 1712.69%-1693.9pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $1 | $610-99.8% | $1,042-99.9% | $2,626-100.0% |
| Participant deferral / active EE | $254 | $1,176-78.4% | $1,955-87.0% | $4,350-94.2% |
| Admin fee / account holder | $1,278 | $2,363-45.9% | $2,828-54.8% | $1,946-34.3% |