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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 | $7,638 | $70,366-89.1% | $66,674-88.5% | $138,895-94.5% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.7%-15.8pp | 79.9%-22.0pp |
| Annual return | 14.77% | 386.41%-371.6pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,618 | $4,374-40.2% | $4,084-35.9% | $6,396-59.1% |
| Admin fee / account holder | $982 | $5,262-81.3% | $5,098-80.7% | $12,562-92.2% |