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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 | $15,656 | $48,327-67.6% | $67,575-76.8% | $80,935-80.7% |
| Participation rate | 40.5% | 66.4%-25.9pp | 72.9%-32.4pp | 67.7%-27.2pp |
| Annual return | 17.32% | 18.31%-1.0pp | 3528.98%-3511.7pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,082 | $2,927-28.9% | $4,003-48.0% | $4,299-51.6% |
| Admin fee / account holder | $1,058 | $3,692-71.3% | $3,993-73.5% | $6,924-84.7% |