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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 | $19,164 | $45,343-57.7% | $150,298-87.2% | $67,986-71.8% |
| Participation rate | 11.3% | 51.9%-40.5pp | 77.8%-66.4pp | 57.2%-45.9pp |
| Annual return | 28.47% | 33.28%-4.8pp | 62.79%-34.3pp | 31.67%-3.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $629 | $2,055-69.4% | $5,453-88.5% | $3,358-81.3% |
| Admin fee / account holder | $2,231 | $2,250-0.8% | $14,116-84.2% | $3,203-30.3% |