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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 | $10,534 | $61,125-82.8% | $94,057-88.8% | $87,485-88.0% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.3%-35.8pp | 68.9%-31.4pp |
| Annual return | 15.65% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,028 | $3,260-68.5% | $4,709-78.2% | $4,274-75.9% |
| Admin fee / account holder | $760 | $5,629-86.5% | $7,244-89.5% | $7,775-90.2% |