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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 | $22,021 | $57,305-61.6% | $86,640-74.6% | $75,173-70.7% |
| Participation rate | 29.0% | 63.2%-34.2pp | 71.7%-42.7pp | 67.2%-38.2pp |
| Annual return | 24.00% | 2674.24%-2650.2pp | 592.52%-568.5pp | 160.72%-136.7pp |
| Employer contribution / active EE | $5 | $2,316-99.8% | $3,024-99.8% | $2,671-99.8% |
| Participant deferral / active EE | $1,339 | $3,320-59.7% | $4,438-69.8% | $4,126-67.5% |
| Admin fee / account holder | $516 | $4,116-87.5% | $5,616-90.8% | $5,651-90.9% |