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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 | $19,726 | $29,051-32.1% | $52,425-62.4% | $67,986-71.0% |
| Participation rate | 7.1% | 30.4%-23.4pp | 55.6%-48.5pp | 57.2%-50.1pp |
| Annual return | 19.50% | 24.00%-4.5pp | 302.12%-282.6pp | 31.67%-12.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $412 | $873-52.8% | $1,790-77.0% | $3,358-87.7% |
| Admin fee / account holder | $546 | $2,113-74.1% | $2,495-78.1% | $3,203-83.0% |