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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 | $13,751 | $110,410-87.5% | $102,437-86.6% | $145,897-90.6% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.17% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $52 | $4,217-98.8% | $3,871-98.7% | $4,663-98.9% |
| Participant deferral / active EE | $1,612 | $5,622-71.3% | $5,060-68.1% | $6,689-75.9% |
| Admin fee / account holder | $29,981 | $9,745+207.7% | $8,388+257.4% | $13,390+123.9% |