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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 | $19,586 | $29,733-34.1% | $56,025-65.0% | $80,959-75.8% |
| Participation rate | 7.1% | 41.7%-34.6pp | 52.5%-45.4pp | 67.7%-60.5pp |
| Annual return | 23.33% | 35.28%-12.0pp | 1712.69%-1689.4pp | 35.67%-12.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $599 | $1,229-51.3% | $1,955-69.3% | $4,300-86.1% |
| Admin fee / account holder | $10,885 | $2,434+347.3% | $2,828+284.9% | $6,925+57.2% |