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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 | $10,009 | $29,319-65.9% | $52,425-80.9% | $82,448-87.9% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 15.80% | 535.20%-519.4pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $433 | $1,171-63.1% | $1,790-75.8% | $4,139-89.5% |
| Admin fee / account holder | $4,620 | $1,962+135.4% | $2,495+85.2% | $7,234-36.1% |