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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 | $11,760 | $112,729-89.6% | $98,716-88.1% | $137,256-91.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 19.72% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,039 | $4,640-34.5% | $4,048-24.9% | $6,407-52.6% |
| Admin fee / account holder | $2,432 | $10,129-76.0% | $8,703-72.1% | $12,270-80.2% |