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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 | $11,684 | $100,911-88.4% | $90,440-87.1% | $158,966-92.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 21.04% | 1726.62%-1705.6pp | 1294.38%-1273.3pp | 302.95%-281.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,996 | $4,348-54.1% | $3,964-49.6% | $5,983-66.6% |
| Admin fee / account holder | $505 | $6,507-92.2% | $5,615-91.0% | $11,250-95.5% |