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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 | $10,930 | $57,312-80.9% | $86,617-87.4% | $75,181-85.5% |
| Participation rate | 23.7% | 63.2%-39.5pp | 71.7%-48.0pp | 67.2%-43.5pp |
| Annual return | 18.20% | 2672.78%-2654.6pp | 591.91%-573.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $923 | $3,319-72.2% | $4,437-79.2% | $4,126-77.6% |
| Admin fee / account holder | $2,291 | $4,114-44.3% | $5,613-59.2% | $5,650-59.5% |