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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 | $12,170 | $73,421-83.4% | $66,439-81.7% | $155,188-92.2% |
| Participation rate | 55.6% | 79.7%-24.1pp | 74.5%-18.9pp | 80.8%-25.2pp |
| Annual return | 14.95% | 1382.37%-1367.4pp | 757.66%-742.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,838 | $4,680-60.7% | $3,876-52.6% | $6,531-71.9% |
| Admin fee / account holder | $2,946 | $8,856-66.7% | $6,173-52.3% | $14,480-79.7% |