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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 | $18,145 | $29,733-39.0% | $56,025-67.6% | $80,959-77.6% |
| Participation rate | 20.3% | 41.7%-21.5pp | 52.5%-32.3pp | 67.7%-47.4pp |
| Annual return | 14.01% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,363 | $1,229+10.9% | $1,955-30.2% | $4,300-68.3% |
| Admin fee / account holder | $1,434 | $2,434-41.1% | $2,828-49.3% | $6,925-79.3% |