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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 | $9,853 | $29,319-66.4% | $52,425-81.2% | $82,448-88.0% |
| Participation rate | 21.1% | 46.9%-25.8pp | 55.6%-34.6pp | 68.1%-47.0pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $38 | $586-93.4% | $914-95.8% | $2,551-98.5% |
| Participant deferral / active EE | $509 | $1,171-56.6% | $1,790-71.6% | $4,139-87.7% |
| Admin fee / account holder | $2,015 | $1,962+2.7% | $2,495-19.2% | $7,234-72.1% |