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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 | $8,612 | $110,278-92.2% | $95,740-91.0% | $139,466-93.8% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 17.57% | 27.19%-9.6pp | 28.41%-10.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,509 | $4,674-67.7% | $4,244-64.4% | $6,712-77.5% |
| Admin fee / account holder | $3,392 | $6,613-48.7% | $5,676-40.2% | $11,409-70.3% |