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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 | $7,776 | $114,013-93.2% | $103,693-92.5% | $155,188-95.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 7.90% | 49.31%-41.4pp | 47.61%-39.7pp | 148.84%-140.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,598 | $4,970-67.9% | $4,579-65.1% | $6,531-75.5% |
| Admin fee / account holder | $772 | $8,407-90.8% | $7,858-90.2% | $14,480-94.7% |