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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 | $18,364 | $27,936-34.3% | $58,561-68.6% | $75,173-75.6% |
| Participation rate | 24.4% | 38.8%-14.5pp | 50.9%-26.5pp | 67.2%-42.8pp |
| Annual return | 16.99% | 44.21%-27.2pp | 4251.33%-4234.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $886 | $1,202-26.3% | $1,923-53.9% | $4,126-78.5% |
| Admin fee / account holder | $371 | $1,727-78.5% | $2,520-85.3% | $5,651-93.4% |