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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 | $2,712 | $29,319-90.8% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 46.9% | 46.9%0pp | 55.6%-8.7pp | 68.1%-21.2pp |
| Annual return | 14.80% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $388 | $1,171-66.9% | $1,790-78.3% | $4,139-90.6% |
| Admin fee / account holder | $506 | $1,962-74.2% | $2,495-79.7% | $7,234-93.0% |