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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 | $13,262 | $85,060-84.4% | $70,565-81.2% | $139,487-90.5% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 18.95% | 30.39%-11.4pp | 32.79%-13.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,187 | $5,891-62.9% | $4,568-52.1% | $6,713-67.4% |
| Admin fee / account holder | $437 | $8,932-95.1% | $6,430-93.2% | $11,407-96.2% |