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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 | $20,513 | $60,139-65.9% | $90,461-77.3% | $79,856-74.3% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.2pp |
| Annual return | 13.81% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $40 | $2,069-98.1% | $3,264-98.8% | $2,471-98.4% |
| Participant deferral / active EE | $1,165 | $2,939-60.3% | $3,964-70.6% | $3,741-68.8% |
| Admin fee / account holder | $1,094 | $3,978-72.5% | $5,617-80.5% | $5,306-79.4% |