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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 | $13,057 | $99,053-86.8% | $88,179-85.2% | $138,895-90.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 17.94% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,838 | $5,225-64.8% | $4,614-60.2% | $6,396-71.3% |
| Admin fee / account holder | $2,732 | $8,748-68.8% | $7,673-64.4% | $12,562-78.3% |