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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 | $16,804 | $27,943-39.9% | $58,507-71.3% | $75,177-77.6% |
| Participation rate | 59.5% | 38.8%+20.7pp | 50.9%+8.7pp | 67.2%-7.7pp |
| Annual return | 15.88% | 44.22%-28.3pp | 4252.32%-4236.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $297 | $1,202-75.3% | $1,922-84.5% | $4,126-92.8% |
| Admin fee / account holder | $18,800 | $1,727+988.5% | $2,486+656.2% | $5,651+232.7% |