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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 | $11,717 | $28,624-59.1% | $53,647-78.2% | $82,637-85.8% |
| Participation rate | 22.2% | 47.3%-25.0pp | 56.3%-34.1pp | 68.1%-45.8pp |
| Annual return | 25.01% | 664.98%-640.0pp | 358.33%-333.3pp | 53.51%-28.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $539 | $1,196-54.9% | $1,813-70.2% | $4,126-86.9% |
| Admin fee / account holder | $891 | $2,022-55.9% | $2,460-63.8% | $7,339-87.9% |