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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 | $4,772 | $29,319-83.7% | $52,425-90.9% | $82,448-94.2% |
| Participation rate | 21.4% | 46.9%-25.4pp | 55.6%-34.2pp | 68.1%-46.6pp |
| Annual return | 24.22% | 535.20%-511.0pp | 302.12%-277.9pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,196 | $1,171+2.1% | $1,790-33.2% | $4,139-71.1% |
| Admin fee / account holder | $558 | $1,962-71.6% | $2,495-77.6% | $7,234-92.3% |