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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 | $8,155 | $58,311-86.0% | $81,882-90.0% | $80,959-89.9% |
| Participation rate | 41.8% | 63.5%-21.7pp | 72.4%-30.6pp | 67.7%-25.8pp |
| Annual return | 13.15% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,011 | $3,287-69.3% | $4,323-76.6% | $4,300-76.5% |
| Admin fee / account holder | $387 | $4,752-91.8% | $7,360-94.7% | $6,925-94.4% |