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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 | $19,457 | $48,570-59.9% | $130,660-85.1% | $72,976-73.3% |
| Participation rate | 42.7% | 58.6%-15.9pp | 71.7%-29.1pp | 69.5%-26.8pp |
| Annual return | 24.44% | 38.63%-14.2pp | 1709.29%-1684.9pp | 81.02%-56.6pp |
| Employer contribution / active EE | $3 | $1,334-99.8% | $4,092-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,348 | $2,384-43.4% | $3,603-62.6% | $3,608-62.6% |
| Admin fee / account holder | $1,709 | $3,549-51.8% | $5,463-68.7% | $5,124-66.6% |