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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 | $13,802 | $29,733-53.6% | $56,025-75.4% | $80,959-83.0% |
| Participation rate | 9.3% | 41.7%-32.5pp | 52.5%-43.2pp | 67.7%-58.4pp |
| Annual return | 13.97% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $609 | $1,229-50.4% | $1,955-68.8% | $4,300-85.8% |
| Admin fee / account holder | $510 | $2,434-79.1% | $2,828-82.0% | $6,925-92.6% |