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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 | $10,193 | $87,166-88.3% | $76,735-86.7% | $137,256-92.6% |
| Participation rate | 45.8% | 74.4%-28.5pp | 69.5%-23.7pp | 80.0%-34.1pp |
| Annual return | 10.86% | 26.50%-15.6pp | 29.77%-18.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,084 | $4,726-77.1% | $4,088-73.5% | $6,407-83.1% |
| Admin fee / account holder | $9,074 | $8,403+8.0% | $7,189+26.2% | $12,270-26.0% |