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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 | $18,624 | $58,241-68.0% | $81,780-77.2% | $80,911-77.0% |
| Participation rate | 10.3% | 63.4%-53.1pp | 72.4%-62.0pp | 67.6%-57.3pp |
| Annual return | 25.55% | 41.73%-16.2pp | 776.27%-750.7pp | 35.63%-10.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $811 | $3,283-75.3% | $4,321-81.2% | $4,297-81.1% |
| Admin fee / account holder | $947 | $4,973-81.0% | $7,384-87.2% | $6,935-86.3% |