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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 | $11,978 | $58,275-79.4% | $81,844-85.4% | $80,935-85.2% |
| Participation rate | 31.3% | 63.5%-32.2pp | 72.4%-41.1pp | 67.7%-36.4pp |
| Annual return | 13.02% | 41.82%-28.8pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,429 | $3,285-56.5% | $4,323-66.9% | $4,299-66.8% |
| Admin fee / account holder | $1,777 | $4,749-62.6% | $7,355-75.8% | $6,924-74.3% |