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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 | $10,274 | $81,262-87.4% | $155,602-93.4% | $80,911-87.3% |
| Participation rate | 10.7% | 66.2%-55.5pp | 78.2%-67.5pp | 67.6%-56.9pp |
| Annual return | 15.75% | 33.34%-17.6pp | 64.81%-49.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,073 | $3,451-68.9% | $5,629-80.9% | $4,297-75.0% |
| Admin fee / account holder | $756 | $7,992-90.5% | $15,923-95.3% | $6,935-89.1% |