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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 | $11,160 | $77,901-85.7% | $149,717-92.5% | $75,181-85.2% |
| Participation rate | 34.0% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.2pp |
| Annual return | 21.02% | 31.73%-10.7pp | 134.41%-113.4pp | 160.69%-139.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,435 | $3,411-28.6% | $5,682-57.1% | $4,126-41.0% |
| Admin fee / account holder | $883 | $5,949-85.2% | $13,213-93.3% | $5,650-84.4% |