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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 | $9,011 | $104,650-91.4% | $83,854-89.3% | $155,188-94.2% |
| Participation rate | 9.5% | 65.1%-55.6pp | 59.1%-49.6pp | 80.8%-71.3pp |
| Annual return | 7.82% | 28.97%-21.2pp | 31.39%-23.6pp | 148.84%-141.0pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $539 | $2,367-77.2% | $2,035-73.5% | $6,531-91.7% |
| Admin fee / account holder | $953 | $3,518-72.9% | $3,197-70.2% | $14,480-93.4% |