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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 | $6,996 | $51,638-86.5% | $68,368-89.8% | $82,448-91.5% |
| Participation rate | 31.6% | 63.6%-32.0pp | 73.8%-42.2pp | 68.1%-36.5pp |
| Annual return | 17.83% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $939 | $2,914-67.8% | $4,123-77.2% | $4,139-77.3% |
| Admin fee / account holder | $405 | $4,643-91.3% | $5,150-92.1% | $7,234-94.4% |