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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 | $18,206 | $60,119-69.7% | $90,430-79.9% | $79,858-77.2% |
| Participation rate | 31.3% | 65.0%-33.7pp | 72.7%-41.4pp | 69.6%-38.3pp |
| Annual return | 21.00% | 71.94%-50.9pp | 1293.73%-1272.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $121 | $2,068-94.1% | $3,262-96.3% | $2,471-95.1% |
| Participant deferral / active EE | $1,667 | $2,938-43.3% | $3,963-57.9% | $3,740-55.4% |
| Admin fee / account holder | $876 | $3,976-78.0% | $5,613-84.4% | $5,306-83.5% |