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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 | $21,894 | $96,361-77.3% | $80,607-72.8% | $139,456-84.3% |
| Participation rate | 27.8% | 73.6%-45.9pp | 67.0%-39.2pp | 80.3%-52.5pp |
| Annual return | 14.60% | 1350.95%-1336.3pp | 936.11%-921.5pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,409 | $5,232-73.1% | $4,448-68.3% | $6,711-79.0% |
| Admin fee / account holder | $2,862 | $6,601-56.7% | $5,379-46.8% | $11,407-74.9% |