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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 | $18,094 | $127,296-85.8% | $109,907-83.5% | $167,536-89.2% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.2%-10.6pp | 82.1%-18.5pp |
| Annual return | 7.68% | 22.97%-15.3pp | 29.46%-21.8pp | 478.82%-471.1pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,093 | $4,513-75.8% | $4,047-73.0% | $6,342-82.8% |
| Admin fee / account holder | $1,736 | $7,119-75.6% | $6,069-71.4% | $12,315-85.9% |