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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 | $9,894 | $22,602-56.2% | $65,566-84.9% | $75,173-86.8% |
| Participation rate | 32.0% | 63.1%-31.1pp | 64.9%-32.9pp | 67.2%-35.2pp |
| Annual return | 23.97% | 71.13%-47.2pp | 47.40%-23.4pp | 160.72%-136.8pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,329 | $1,695-21.6% | $2,832-53.1% | $4,126-67.8% |
| Admin fee / account holder | $1,357 | $1,877-27.7% | $4,114-67.0% | $5,651-76.0% |