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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 | $12,176 | $103,038-88.2% | $90,324-86.5% | $152,909-92.0% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.5%-47.5pp |
| Annual return | 21.93% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $866 | $4,282-79.8% | $3,885-77.7% | $5,851-85.2% |
| Admin fee / account holder | $432 | $6,177-93.0% | $5,356-91.9% | $11,601-96.3% |