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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 | $11,333 | $29,716-61.9% | $56,077-79.8% | $80,925-86.0% |
| Participation rate | 5.0% | 41.7%-36.7pp | 52.5%-47.5pp | 67.7%-62.7pp |
| Annual return | 23.44% | 35.30%-11.9pp | 1709.28%-1685.8pp | 35.65%-12.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,131 | $1,228-7.9% | $1,954-42.1% | $4,299-73.7% |
| Admin fee / account holder | $2,099 | $2,432-13.7% | $2,825-25.7% | $6,940-69.8% |