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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 | $21,139 | $60,139-64.8% | $90,461-76.6% | $79,856-73.5% |
| Participation rate | 29.0% | 65.0%-36.0pp | 72.7%-43.7pp | 69.6%-40.6pp |
| Annual return | 10.66% | 71.96%-61.3pp | 1294.76%-1284.1pp | 31.71%-21.0pp |
| Employer contribution / active EE | $83 | $2,069-96.0% | $3,264-97.5% | $2,471-96.6% |
| Participant deferral / active EE | $871 | $2,939-70.4% | $3,964-78.0% | $3,741-76.7% |
| Admin fee / account holder | $2,343 | $3,978-41.1% | $5,617-58.3% | $5,306-55.9% |