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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 | $7,790 | $29,319-73.4% | $52,425-85.1% | $82,448-90.6% |
| Participation rate | 20.2% | 46.9%-26.6pp | 55.6%-35.4pp | 68.1%-47.8pp |
| Annual return | 16.25% | 535.20%-519.0pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $11 | $586-98.2% | $914-98.8% | $2,551-99.6% |
| Participant deferral / active EE | $790 | $1,171-32.6% | $1,790-55.9% | $4,139-80.9% |
| Admin fee / account holder | $2,217 | $1,962+13.0% | $2,495-11.1% | $7,234-69.4% |