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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 | $14,759 | $110,629-86.7% | $80,784-81.7% | $167,553-91.2% |
| Participation rate | 30.8% | 64.0%-33.2pp | 54.2%-23.4pp | 82.1%-51.3pp |
| Annual return | 19.87% | 120.58%-100.7pp | 87.31%-67.4pp | 478.89%-459.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $502 | $2,871-82.5% | $2,145-76.6% | $6,343-92.1% |
| Admin fee / account holder | $642 | $4,547-85.9% | $3,380-81.0% | $12,316-94.8% |