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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 | $12,543 | $65,712-80.9% | $57,196-78.1% | $273,972-95.4% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 9.00% | 22.01%-13.0pp | 14.59%-5.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,712 | $3,782-28.3% | $3,096-12.4% | $5,287-48.7% |
| Admin fee / account holder | $3,029 | $4,838-37.4% | $3,141-3.6% | $10,133-70.1% |