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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 | $11,461 | $106,247-89.2% | $96,515-88.1% | $139,466-91.8% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 27.90% | 38.47%-10.6pp | 35.73%-7.8pp | 373.66%-345.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,747 | $5,456-49.6% | $4,880-43.7% | $6,712-59.1% |
| Admin fee / account holder | $719 | $7,885-90.9% | $6,735-89.3% | $11,409-93.7% |