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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 | $11,579 | $104,709-88.9% | $85,705-86.5% | $167,553-93.1% |
| Participation rate | 44.4% | 76.4%-31.9pp | 69.9%-25.4pp | 82.1%-37.7pp |
| Annual return | 10.97% | 21.45%-10.5pp | 21.49%-10.5pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,349 | $4,827-72.1% | $3,924-65.6% | $6,343-78.7% |
| Admin fee / account holder | $2,114 | $10,036-78.9% | $6,877-69.3% | $12,316-82.8% |