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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 | $16,914 | $30,437-44.4% | $56,033-69.8% | $74,459-77.3% |
| Participation rate | 11.3% | 32.9%-21.6pp | 52.5%-41.2pp | 67.2%-55.9pp |
| Annual return | 10.84% | 24.96%-14.1pp | 1711.38%-1700.5pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $390 | $1,176-66.8% | $1,954-80.1% | $4,350-91.0% |
| Admin fee / account holder | $370 | $2,363-84.3% | $2,827-86.9% | $1,945-81.0% |