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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 | $9,729 | $81,262-88.0% | $155,602-93.7% | $80,911-88.0% |
| Participation rate | 24.1% | 66.2%-42.2pp | 78.2%-54.1pp | 67.6%-43.6pp |
| Annual return | 11.27% | 33.34%-22.1pp | 64.81%-53.5pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,497 | $3,451-56.6% | $5,629-73.4% | $4,297-65.2% |
| Admin fee / account holder | $969 | $7,992-87.9% | $15,923-93.9% | $6,935-86.0% |