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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 | $11,400 | $49,976-77.2% | $66,674-82.9% | $82,637-86.2% |
| Participation rate | 55.2% | 63.1%-7.9pp | 73.7%-18.5pp | 68.1%-12.9pp |
| Annual return | 18.10% | 39.09%-21.0pp | 321.24%-303.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,462 | $2,847-13.5% | $4,084-39.7% | $4,126-40.3% |
| Admin fee / account holder | $344 | $4,594-92.5% | $5,098-93.2% | $7,339-95.3% |