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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 | $6,139 | $101,618-94.0% | $93,063-93.4% | $137,256-95.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 20.84% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,755 | $4,279-59.0% | $3,958-55.7% | $6,407-72.6% |
| Admin fee / account holder | $596 | $6,198-90.4% | $6,033-90.1% | $12,270-95.1% |