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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 | $8,088 | $100,279-91.9% | $81,353-90.1% | $145,884-94.5% |
| Participation rate | 29.2% | 74.3%-45.1pp | 69.5%-40.4pp | 80.3%-51.1pp |
| Annual return | 12.64% | 34.49%-21.9pp | 24.82%-12.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,491 | $4,611-67.7% | $3,885-61.6% | $6,690-77.7% |
| Admin fee / account holder | $584 | $8,206-92.9% | $5,766-89.9% | $13,392-95.6% |