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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 | $13,020 | $99,053-86.9% | $88,179-85.2% | $138,895-90.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.1%-31.6pp | 79.9%-42.4pp |
| Annual return | 15.48% | 78.17%-62.7pp | 64.97%-49.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,370 | $5,225-54.6% | $4,614-48.6% | $6,396-62.9% |
| Admin fee / account holder | $28,673 | $8,748+227.7% | $7,673+273.7% | $12,562+128.2% |