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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 | $12,375 | $51,202-75.8% | $70,548-82.5% | $75,181-83.5% |
| Participation rate | 34.1% | 61.0%-26.9pp | 68.3%-34.3pp | 67.2%-33.1pp |
| Annual return | 16.27% | 30.05%-13.8pp | 32.78%-16.5pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,311 | $2,850-54.0% | $4,567-71.3% | $4,126-68.2% |
| Admin fee / account holder | $1,272 | $4,094-68.9% | $6,424-80.2% | $5,650-77.5% |