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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 | $23,033 | $70,587-67.4% | $124,693-81.5% | $85,847-73.2% |
| Participation rate | 22.8% | 64.4%-41.6pp | 74.6%-51.8pp | 69.3%-46.5pp |
| Annual return | 16.09% | 20688.83%-20672.7pp | 5144.19%-5128.1pp | 318.61%-302.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,497 | $2,969-49.6% | $4,615-67.6% | $3,952-62.1% |
| Admin fee / account holder | $917 | $5,282-82.6% | $7,494-87.8% | $6,261-85.4% |