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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 | $11,014 | $110,337-90.0% | $102,383-89.2% | $145,877-92.5% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.1pp |
| Annual return | 31.20% | 24.83%+6.4pp | 24.94%+6.3pp | 551.28%-520.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,851 | $5,621-49.3% | $5,060-43.7% | $6,691-57.4% |
| Admin fee / account holder | $4,921 | $9,750-49.5% | $8,391-41.4% | $13,402-63.3% |