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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 | $18,669 | $72,446-74.2% | $67,561-72.4% | $145,877-87.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 17.13% | 7211.98%-7194.9pp | 3525.44%-3508.3pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,878 | $4,785-60.7% | $4,003-53.1% | $6,691-71.9% |
| Admin fee / account holder | $600 | $5,541-89.2% | $4,006-85.0% | $13,402-95.5% |