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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 | $14,185 | $57,305-75.2% | $86,640-83.6% | $75,173-81.1% |
| Participation rate | 23.9% | 63.2%-39.3pp | 71.7%-47.8pp | 67.2%-43.3pp |
| Annual return | 22.44% | 2674.24%-2651.8pp | 592.52%-570.1pp | 160.72%-138.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,222 | $3,320-63.2% | $4,438-72.5% | $4,126-70.4% |
| Admin fee / account holder | $1,429 | $4,116-65.3% | $5,616-74.6% | $5,651-74.7% |