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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 | $6,589 | $102,245-93.6% | $89,340-92.6% | $137,256-95.2% |
| Participation rate | 12.5% | 74.9%-62.4pp | 69.6%-57.1pp | 80.0%-67.5pp |
| Annual return | 18.25% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,544 | $4,436-65.2% | $3,823-59.6% | $6,407-75.9% |
| Admin fee / account holder | $404 | $8,085-95.0% | $6,704-94.0% | $12,270-96.7% |