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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 | $19,057 | $65,434-70.9% | $98,483-80.6% | $85,847-77.8% |
| Participation rate | 16.0% | 65.0%-49.1pp | 73.3%-57.4pp | 69.3%-53.4pp |
| Annual return | 19.89% | 21.75%-1.9pp | 1494.38%-1474.5pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,259 | $3,168-60.2% | $4,276-70.6% | $3,952-68.1% |
| Admin fee / account holder | $2,770 | $4,595-39.7% | $5,953-53.5% | $6,261-55.8% |