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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 | $81,276-82.9% | $155,574-91.1% | $80,925-82.8% |
| Participation rate | 9.7% | 66.2%-56.6pp | 78.2%-68.5pp | 67.7%-58.0pp |
| Annual return | 14.17% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,146 | $3,453-66.8% | $5,629-79.6% | $4,299-73.3% |
| Admin fee / account holder | $7,743 | $7,993-3.1% | $15,914-51.3% | $6,940+11.6% |