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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 | $5,861 | $81,763-92.8% | $58,561-90.0% | $139,466-95.8% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.8pp | 80.3%-69.2pp |
| Annual return | 22.99% | 7427.77%-7404.8pp | 4251.33%-4228.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $348 | $2,555-86.4% | $1,923-81.9% | $6,712-94.8% |
| Admin fee / account holder | $1,024 | $3,273-68.7% | $2,520-59.4% | $11,409-91.0% |