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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 | $60,139-69.7% | $90,461-79.9% | $79,856-77.2% |
| Participation rate | 31.3% | 65.0%-33.7pp | 72.7%-41.4pp | 69.6%-38.3pp |
| Annual return | 21.00% | 71.96%-51.0pp | 1294.76%-1273.8pp | 31.71%-10.7pp |
| Employer contribution / active EE | $121 | $2,069-94.1% | $3,264-96.3% | $2,471-95.1% |
| Participant deferral / active EE | $1,667 | $2,939-43.3% | $3,964-58.0% | $3,741-55.4% |
| Admin fee / account holder | $876 | $3,978-78.0% | $5,617-84.4% | $5,306-83.5% |