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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 | $11,118 | $107,809-89.7% | $97,032-88.5% | $155,188-92.8% |
| Participation rate | 26.7% | 75.5%-48.8pp | 71.6%-44.9pp | 80.8%-54.1pp |
| Annual return | 13.30% | 38.06%-24.8pp | 35.38%-22.1pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,286 | $5,129-74.9% | $4,672-72.5% | $6,531-80.3% |
| Admin fee / account holder | $4,822 | $10,717-55.0% | $9,418-48.8% | $14,480-66.7% |