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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 | $19,906 | $51,638-61.4% | $68,368-70.9% | $82,448-75.9% |
| Participation rate | 14.5% | 63.6%-49.1pp | 73.8%-59.2pp | 68.1%-53.5pp |
| Annual return | 22.63% | 37.53%-14.9pp | 292.57%-269.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $888 | $2,914-69.5% | $4,123-78.5% | $4,139-78.5% |
| Admin fee / account holder | $747 | $4,643-83.9% | $5,150-85.5% | $7,234-89.7% |