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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 | $19,820 | $58,391-66.1% | $76,667-74.1% | $72,976-72.8% |
| Participation rate | 57.5% | 67.4%-9.8pp | 72.1%-14.6pp | 69.5%-12.0pp |
| Annual return | 21.19% | 2306.65%-2285.5pp | 1166.74%-1145.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,544 | $2,690-5.5% | $3,336-23.7% | $3,608-29.5% |
| Admin fee / account holder | $404 | $4,014-89.9% | $6,423-93.7% | $5,124-92.1% |