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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 | $10,253 | $109,863-90.7% | $98,477-89.6% | $167,518-93.9% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 12.04% | 1958.09%-1946.1pp | 1493.59%-1481.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,356 | $4,673-71.0% | $4,276-68.3% | $6,342-78.6% |
| Admin fee / account holder | $10,021 | $6,755+48.4% | $5,951+68.4% | $12,312-18.6% |