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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 | $12,674 | $49,896-74.6% | $80,627-84.3% | $75,173-83.1% |
| Participation rate | 13.4% | 55.3%-41.9pp | 67.0%-53.6pp | 67.2%-53.8pp |
| Annual return | 23.34% | 34.67%-11.3pp | 936.76%-913.4pp | 160.72%-137.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $842 | $2,992-71.9% | $4,443-81.1% | $4,126-79.6% |
| Admin fee / account holder | $2,618 | $3,578-26.8% | $5,381-51.3% | $5,651-53.7% |