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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 | $13,082 | $88,754-85.3% | $81,820-84.0% | $145,877-91.0% |
| Participation rate | 41.2% | 75.1%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 19.84% | 1031.77%-1011.9pp | 777.93%-758.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,064 | $4,648-77.1% | $4,323-75.4% | $6,691-84.1% |
| Admin fee / account holder | $2,622 | $8,424-68.9% | $7,391-64.5% | $13,402-80.4% |