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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 | $12,349 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 34.8% | 66.4%-31.5pp | 77.8%-42.9pp | 68.1%-33.2pp |
| Annual return | 22.13% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $953 | $3,214-70.3% | $5,453-82.5% | $4,139-77.0% |
| Admin fee / account holder | $301 | $6,352-95.3% | $14,116-97.9% | $7,234-95.8% |