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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 | $17,683 | $57,305-69.1% | $86,640-79.6% | $75,173-76.5% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 15.70% | 2674.24%-2658.5pp | 592.52%-576.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $204 | $2,316-91.2% | $3,024-93.3% | $2,671-92.4% |
| Participant deferral / active EE | $1,339 | $3,320-59.7% | $4,438-69.8% | $4,126-67.5% |
| Admin fee / account holder | $2,593 | $4,116-37.0% | $5,616-53.8% | $5,651-54.1% |