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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 | $15,466 | $29,319-47.2% | $52,425-70.5% | $82,448-81.2% |
| Participation rate | 17.9% | 46.9%-28.9pp | 55.6%-37.7pp | 68.1%-50.1pp |
| Annual return | 15.96% | 535.20%-519.2pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $543 | $1,171-53.7% | $1,790-69.7% | $4,139-86.9% |
| Admin fee / account holder | $324 | $1,962-83.5% | $2,495-87.0% | $7,234-95.5% |