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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 | $13,027 | $30,437-57.2% | $56,033-76.8% | $74,459-82.5% |
| Participation rate | 15.3% | 32.9%-17.6pp | 52.5%-37.2pp | 67.2%-52.0pp |
| Annual return | 15.05% | 24.96%-9.9pp | 1711.38%-1696.3pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $534 | $1,176-54.6% | $1,954-72.7% | $4,350-87.7% |
| Admin fee / account holder | $1,062 | $2,363-55.0% | $2,827-62.4% | $1,945-45.4% |