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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 | $9,432 | $72,071-86.9% | $68,368-86.2% | $137,256-93.1% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 19.29% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,467 | $4,410-66.7% | $4,123-64.4% | $6,407-77.1% |
| Admin fee / account holder | $6,828 | $5,336+28.0% | $5,150+32.6% | $12,270-44.4% |