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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 | $7,819 | $58,258-86.6% | $81,820-90.4% | $80,925-90.3% |
| Participation rate | 39.7% | 63.5%-23.8pp | 72.4%-32.7pp | 67.7%-28.0pp |
| Annual return | 21.80% | 41.76%-20.0pp | 777.93%-756.1pp | 35.65%-13.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,487 | $3,284-54.7% | $4,323-65.6% | $4,299-65.4% |
| Admin fee / account holder | $2,259 | $4,976-54.6% | $7,391-69.4% | $6,940-67.5% |