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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 | $12,765 | $100,911-87.4% | $90,440-85.9% | $158,966-92.0% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 34.03% | 1726.62%-1692.6pp | 1294.38%-1260.4pp | 302.95%-268.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $811 | $4,348-81.3% | $3,964-79.5% | $5,983-86.4% |
| Admin fee / account holder | $3,011 | $6,507-53.7% | $5,615-46.4% | $11,250-73.2% |