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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 | $12,788 | $105,160-87.8% | $94,679-86.5% | $139,456-90.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 16.60% | 38.04%-21.4pp | 156.75%-140.2pp | 373.45%-356.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,516 | $7,599-66.9% | $7,417-66.1% | $6,711-62.5% |
| Admin fee / account holder | $4,504 | $8,988-49.9% | $7,233-37.7% | $11,407-60.5% |