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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 | $12,438 | $107,809-88.5% | $97,032-87.2% | $155,188-92.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 71.6%-9.1pp | 80.8%-18.3pp |
| Annual return | 15.65% | 38.06%-22.4pp | 35.38%-19.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,169 | $5,129-57.7% | $4,672-53.6% | $6,531-66.8% |
| Admin fee / account holder | $564 | $10,717-94.7% | $9,418-94.0% | $14,480-96.1% |