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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 | $9,334 | $110,278-91.5% | $95,740-90.3% | $139,466-93.3% |
| Participation rate | 44.4% | 75.7%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 22.64% | 27.19%-4.5pp | 28.41%-5.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,513 | $4,674-67.6% | $4,244-64.3% | $6,712-77.5% |
| Admin fee / account holder | $704 | $6,613-89.4% | $5,676-87.6% | $11,409-93.8% |