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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 | $11,867 | $49,896-76.2% | $80,627-85.3% | $75,173-84.2% |
| Participation rate | 36.7% | 55.3%-18.7pp | 67.0%-30.3pp | 67.2%-30.5pp |
| Annual return | 20.50% | 34.67%-14.2pp | 936.76%-916.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,574 | $2,992+19.5% | $4,443-19.5% | $4,126-13.4% |
| Admin fee / account holder | $1,440 | $3,578-59.8% | $5,381-73.2% | $5,651-74.5% |