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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 | $13,910 | $81,358-82.9% | $155,556-91.1% | $80,959-82.8% |
| Participation rate | 9.7% | 66.3%-56.6pp | 78.2%-68.5pp | 67.7%-58.0pp |
| Annual return | 14.17% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,146 | $3,455-66.8% | $5,631-79.7% | $4,300-73.4% |
| Admin fee / account holder | $7,743 | $7,994-3.1% | $15,885-51.3% | $6,925+11.8% |