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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 | $33,113 | $108,285-69.4% | $77,552-57.3% | $158,982-79.2% |
| Participation rate | 13.3% | 64.4%-51.1pp | 54.2%-40.9pp | 82.0%-68.6pp |
| Annual return | 16.97% | 31.69%-14.7pp | 54.82%-37.9pp | 302.99%-286.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $758 | $2,455-69.1% | $1,861-59.3% | $5,983-87.3% |
| Admin fee / account holder | $7,283 | $3,709+96.4% | $2,859+154.7% | $11,252-35.3% |