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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 | $5,377 | $29,051-81.5% | $52,425-89.7% | $67,986-92.1% |
| Participation rate | 11.5% | 30.4%-19.0pp | 55.6%-44.1pp | 57.2%-45.7pp |
| Annual return | 17.54% | 24.00%-6.5pp | 302.12%-284.6pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $293 | $873-66.5% | $1,790-83.7% | $3,358-91.3% |
| Admin fee / account holder | $2,083 | $2,113-1.4% | $2,495-16.5% | $3,203-35.0% |