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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 | $81,331-88.0% | $155,534-93.7% | $80,935-88.0% |
| Participation rate | 24.1% | 66.3%-42.2pp | 78.2%-54.1pp | 67.7%-43.6pp |
| Annual return | 11.27% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,497 | $3,454-56.7% | $5,630-73.4% | $4,299-65.2% |
| Admin fee / account holder | $969 | $7,999-87.9% | $15,900-93.9% | $6,924-86.0% |