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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 | $13,415 | $29,319-54.2% | $52,425-74.4% | $82,448-83.7% |
| Participation rate | 18.4% | 46.9%-28.5pp | 55.6%-37.3pp | 68.1%-49.7pp |
| Annual return | 58.94% | 535.20%-476.3pp | 302.12%-243.2pp | 41.64%+17.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $483 | $1,171-58.7% | $1,790-73.0% | $4,139-88.3% |
| Admin fee / account holder | $1,454 | $1,962-25.9% | $2,495-41.7% | $7,234-79.9% |