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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 | $8,823 | $55,889-84.2% | $76,119-88.4% | $80,935-89.1% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 13.37% | 20.58%-7.2pp | 361.25%-347.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,144 | $3,051-62.5% | $4,259-73.1% | $4,299-73.4% |
| Admin fee / account holder | $1,369 | $5,241-73.9% | $6,421-78.7% | $6,924-80.2% |