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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 | $16,524 | $124,330-86.7% | $109,173-84.9% | $167,536-90.1% |
| Participation rate | 20.0% | 79.5%-59.5pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $672 | $4,209-84.0% | $3,723-82.0% | $4,839-86.1% |
| Participant deferral / active EE | $2,584 | $5,256-50.8% | $4,654-44.5% | $6,342-59.3% |
| Admin fee / account holder | $602 | $7,974-92.4% | $6,755-91.1% | $12,315-95.1% |