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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 | $9,440 | $69,118-86.3% | $53,647-82.4% | $138,895-93.2% |
| Participation rate | 41.7% | 64.0%-22.3pp | 56.3%-14.6pp | 79.9%-38.3pp |
| Annual return | 17.54% | 248.26%-230.7pp | 358.33%-340.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $550 | $2,274-75.8% | $1,813-69.7% | $6,396-91.4% |
| Admin fee / account holder | $1,606 | $2,724-41.1% | $2,460-34.7% | $12,562-87.2% |