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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 | $6,682 | $101,618-93.4% | $93,063-92.8% | $137,256-95.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 16.48% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,054 | $4,279-75.4% | $3,958-73.4% | $6,407-83.5% |
| Admin fee / account holder | $1,475 | $6,198-76.2% | $6,033-75.6% | $12,270-88.0% |