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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 | $13,068 | $111,878-88.3% | $93,727-86.1% | $145,897-91.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.8pp |
| Annual return | 13.23% | 204.28%-191.0pp | 133.83%-120.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,302 | $4,920-32.9% | $4,417-25.2% | $6,689-50.6% |
| Admin fee / account holder | $3,171 | $10,256-69.1% | $8,292-61.8% | $13,390-76.3% |