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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 | $12,776 | $60,139-78.8% | $90,461-85.9% | $79,856-84.0% |
| Participation rate | 55.3% | 65.0%-9.7pp | 72.7%-17.4pp | 69.6%-14.4pp |
| Annual return | 14.04% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $852 | $2,939-71.0% | $3,964-78.5% | $3,741-77.2% |
| Admin fee / account holder | $619 | $3,978-84.4% | $5,617-89.0% | $5,306-88.3% |