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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 | $29,319-71.1% | $52,425-83.9% | $82,448-89.7% |
| Participation rate | 13.0% | 46.9%-33.8pp | 55.6%-42.6pp | 68.1%-55.0pp |
| Annual return | 19.78% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $372 | $1,171-68.2% | $1,790-79.2% | $4,139-91.0% |
| Admin fee / account holder | $1,896 | $1,962-3.4% | $2,495-24.0% | $7,234-73.8% |