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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 | $19,057 | $52,353-63.6% | $120,225-84.1% | $82,448-76.9% |
| Participation rate | 21.9% | 58.3%-36.4pp | 69.6%-47.7pp | 68.1%-46.2pp |
| Annual return | 20.64% | 61.85%-41.2pp | 439.23%-418.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $981 | $2,627-62.6% | $3,999-75.5% | $4,139-76.3% |
| Admin fee / account holder | $376 | $4,363-91.4% | $5,696-93.4% | $7,234-94.8% |