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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 | $18,810 | $30,421-38.2% | $56,077-66.5% | $74,429-74.7% |
| Participation rate | 22.3% | 32.9%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 13.45% | 24.94%-11.5pp | 1709.28%-1695.8pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $48 | $610-92.1% | $1,040-95.4% | $2,625-98.2% |
| Participant deferral / active EE | $719 | $1,175-38.8% | $1,954-63.2% | $4,348-83.5% |
| Admin fee / account holder | $3,966 | $2,363+67.8% | $2,825+40.4% | $1,944+104.0% |