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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 | $81,262-82.9% | $155,602-91.1% | $80,911-82.8% |
| Participation rate | 9.7% | 66.2%-56.6pp | 78.2%-68.5pp | 67.6%-58.0pp |
| Annual return | 14.17% | 33.34%-19.2pp | 64.81%-50.6pp | 35.63%-21.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,146 | $3,451-66.8% | $5,629-79.6% | $4,297-73.3% |
| Admin fee / account holder | $7,743 | $7,992-3.1% | $15,923-51.4% | $6,935+11.7% |