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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 | $12,640 | $104,694-87.9% | $85,709-85.3% | $167,536-92.5% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 13.63% | 21.45%-7.8pp | 21.49%-7.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,173 | $4,826-55.0% | $3,924-44.6% | $6,342-65.7% |
| Admin fee / account holder | $342 | $10,035-96.6% | $6,876-95.0% | $12,315-97.2% |