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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 | $18,285 | $60,119-69.6% | $90,430-79.8% | $79,858-77.1% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 13.88% | 71.94%-58.1pp | 1293.73%-1279.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,131 | $2,938-61.5% | $3,963-71.5% | $3,740-69.8% |
| Admin fee / account holder | $1,299 | $3,976-67.3% | $5,613-76.9% | $5,306-75.5% |