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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 | $12,501 | $51,638-75.8% | $68,368-81.7% | $82,448-84.8% |
| Participation rate | 10.5% | 63.6%-53.1pp | 73.8%-63.2pp | 68.1%-57.5pp |
| Annual return | 16.44% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,317 | $2,914-54.8% | $4,123-68.0% | $4,139-68.2% |
| Admin fee / account holder | $1,063 | $4,643-77.1% | $5,150-79.4% | $7,234-85.3% |