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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 | $21,392 | $29,319-27.0% | $52,425-59.2% | $82,448-74.1% |
| Participation rate | 11.5% | 46.9%-35.3pp | 55.6%-44.1pp | 68.1%-56.5pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $486 | $1,171-58.5% | $1,790-72.9% | $4,139-88.3% |
| Admin fee / account holder | $14,403 | $1,962+634.0% | $2,495+477.3% | $7,234+99.1% |