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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 | $9,725 | $90,489-89.3% | $76,051-87.2% | $145,978-93.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 11.80% | 622.78%-611.0pp | 360.42%-348.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $141 | $3,319-95.7% | $2,690-94.7% | $4,662-97.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $804 | $8,374-90.4% | $6,416-87.5% | $13,400-94.0% |