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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 | $76,785-87.3% | $56,441-82.7% | $145,959-93.3% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 8.66% | 3000.51%-2991.8pp | 1704.21%-1695.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $918 | $2,624-65.0% | $1,953-53.0% | $6,689-86.3% |
| Admin fee / account holder | $867 | $3,334-74.0% | $2,829-69.4% | $13,398-93.5% |