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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 | $56,431-66.2% | $130,788-85.4% | $87,485-78.2% |
| Participation rate | 21.9% | 58.9%-37.1pp | 70.1%-48.2pp | 68.9%-47.1pp |
| Annual return | 20.64% | 91.27%-70.6pp | 386.44%-365.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $981 | $2,749-64.3% | $4,137-76.3% | $4,274-77.0% |
| Admin fee / account holder | $376 | $4,433-91.5% | $6,673-94.4% | $7,775-95.2% |