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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 | $8,743 | $126,113-93.1% | $116,096-92.5% | $155,188-94.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 12.01% | 391.72%-379.7pp | 326.25%-314.2pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $748 | $4,162-82.0% | $3,952-81.1% | $6,531-88.6% |
| Admin fee / account holder | $5,476 | $8,045-31.9% | $7,704-28.9% | $14,480-62.2% |