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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 | $12,336 | $110,379-88.8% | $102,412-88.0% | $145,884-91.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.38% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,245 | $5,622-60.1% | $5,060-55.6% | $6,690-66.4% |
| Admin fee / account holder | $5,038 | $9,745-48.3% | $8,388-39.9% | $13,392-62.4% |