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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 | $17,642 | $87,546-79.8% | $75,784-76.7% | $125,389-85.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.31% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,539 | $4,230-16.3% | $3,652-3.1% | $5,352-33.9% |
| Admin fee / account holder | $2,101 | $6,503-67.7% | $5,300-60.4% | $9,541-78.0% |