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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 | $16,866 | $29,319-42.5% | $52,425-67.8% | $82,448-79.5% |
| Participation rate | 3.9% | 46.9%-43.0pp | 55.6%-51.7pp | 68.1%-64.2pp |
| Annual return | 20.91% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $366 | $1,171-68.7% | $1,790-79.5% | $4,139-91.2% |
| Admin fee / account holder | $742 | $1,962-62.2% | $2,495-70.3% | $7,234-89.7% |