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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 | $18,007 | $51,631-65.1% | $129,397-86.1% | $80,925-77.7% |
| Participation rate | 38.5% | 56.9%-18.5pp | 69.6%-31.2pp | 67.7%-29.2pp |
| Annual return | 13.38% | 20.77%-7.4pp | 9453.98%-9440.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,837 | $2,670-31.2% | $4,167-55.9% | $4,299-57.3% |
| Admin fee / account holder | $334 | $4,309-92.2% | $7,679-95.6% | $6,940-95.2% |