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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 | $9,983 | $102,938-90.3% | $94,105-89.4% | $138,895-92.8% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 14.38% | 250.28%-235.9pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $856 | $4,196-79.6% | $3,881-77.9% | $6,396-86.6% |
| Admin fee / account holder | $3,477 | $6,600-47.3% | $6,199-43.9% | $12,562-72.3% |