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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 | $10,766 | $69,274-84.5% | $64,097-83.2% | $139,487-92.3% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 13.08% | 46.00%-32.9pp | 33.75%-20.7pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,022 | $4,685-78.2% | $3,881-73.7% | $6,713-84.8% |
| Admin fee / account holder | $2,102 | $4,247-50.5% | $3,070-31.5% | $11,407-81.6% |