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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 | $107,809-87.9% | $97,032-86.5% | $155,188-91.6% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 17.94% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,838 | $5,129-64.2% | $4,672-60.7% | $6,531-71.9% |
| Admin fee / account holder | $2,732 | $10,717-74.5% | $9,418-71.0% | $14,480-81.1% |