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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 | $10,943 | $108,882-89.9% | $96,754-88.7% | $154,746-92.9% |
| Participation rate | 69.6% | 75.1%-5.5pp | 70.3%-0.7pp | 80.7%-11.1pp |
| Annual return | 18.97% | 98.39%-79.4pp | 82.04%-63.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,200 | $5,323-21.1% | $4,758-11.7% | $6,730-37.6% |
| Admin fee / account holder | $936 | $10,200-90.8% | $8,905-89.5% | $14,365-93.5% |