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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 | $8,466 | $28,624-70.4% | $53,647-84.2% | $82,637-89.8% |
| Participation rate | 13.0% | 47.3%-34.2pp | 56.3%-43.2pp | 68.1%-55.0pp |
| Annual return | 19.78% | 664.98%-645.2pp | 358.33%-338.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $372 | $1,196-68.9% | $1,813-79.5% | $4,126-91.0% |
| Admin fee / account holder | $1,896 | $2,022-6.2% | $2,460-22.9% | $7,339-74.2% |