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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 | $9,742 | $76,608-87.3% | $56,077-82.6% | $145,877-93.3% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 8.66% | 3009.59%-3000.9pp | 1709.28%-1700.6pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $918 | $2,624-65.0% | $1,954-53.0% | $6,691-86.3% |
| Admin fee / account holder | $867 | $3,325-73.9% | $2,825-69.3% | $13,402-93.5% |