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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 | $13,827 | $114,013-87.9% | $103,693-86.7% | $155,188-91.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 17.40% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,560 | $4,970-68.6% | $4,579-65.9% | $6,531-76.1% |
| Admin fee / account holder | $1,716 | $8,407-79.6% | $7,858-78.2% | $14,480-88.1% |